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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 | $382,696 | $110,379+246.7% | $102,412+273.7% | $145,884+162.3% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 12.47% | 24.84%-12.4pp | 24.94%-12.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,548 | $4,216-39.6% | $3,870-34.2% | $4,662-45.4% |
| Participant deferral / active EE | $5,879 | $5,622+4.6% | $5,060+16.2% | $6,690-12.1% |
| Admin fee / account holder | $1,856 | $9,745-81.0% | $8,388-77.9% | $13,392-86.1% |