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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 | $262,227 | $78,672+233.3% | $109,163+140.2% | $85,856+205.4% |
| Participation rate | 8.8% | 68.3%-59.5pp | 75.9%-67.1pp | 69.3%-60.5pp |
| Annual return | 15.14% | 25.09%-9.9pp | 25.75%-10.6pp | 318.58%-303.4pp |
| Employer contribution / active EE | $785 | $2,734-71.3% | $3,723-78.9% | $2,565-69.4% |
| Participant deferral / active EE | $1,611 | $3,467-53.5% | $4,654-65.4% | $3,952-59.2% |
| Admin fee / account holder | $10,067 | $5,470+84.1% | $6,754+49.0% | $6,261+60.8% |