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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 | $337,969 | $89,370+278.2% | $141,197+139.4% | $72,976+363.1% |
| Participation rate | 22.2% | 75.1%-52.9pp | 82.5%-60.3pp | 69.5%-47.3pp |
| Annual return | 27.89% | 111.88%-84.0pp | 71.41%-43.5pp | 81.02%-53.1pp |
| Employer contribution / active EE | $1,389 | $3,115-55.4% | $4,736-70.7% | $2,440-43.1% |
| Participant deferral / active EE | $3,320 | $5,419-38.7% | $6,710-50.5% | $3,608-8.0% |
| Admin fee / account holder | $19,097 | $5,957+220.6% | $10,265+86.0% | $5,124+272.7% |