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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,476 | $110,379+162.3% | $102,412+182.7% | $145,884+98.4% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 24.20% | 24.84%-0.6pp | 24.94%-0.7pp | 551.85%-527.6pp |
| Employer contribution / active EE | $1,790 | $4,216-57.5% | $3,870-53.7% | $4,662-61.6% |
| Participant deferral / active EE | $4,096 | $5,622-27.1% | $5,060-19.1% | $6,690-38.8% |
| Admin fee / account holder | $608 | $9,745-93.8% | $8,388-92.8% | $13,392-95.5% |