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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 | $282,720 | $110,337+156.2% | $102,383+176.1% | $145,877+93.8% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 16.73% | 24.83%-8.1pp | 24.94%-8.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $1,871 | $4,216-55.6% | $3,870-51.7% | $4,663-59.9% |
| Participant deferral / active EE | $7,751 | $5,621+37.9% | $5,060+53.2% | $6,691+15.9% |
| Admin fee / account holder | $15,009 | $9,750+53.9% | $8,391+78.9% | $13,402+12.0% |