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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 | $351,058 | $104,106+237.2% | $71,086+393.8% | $135,379+159.3% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | 4.11% | 1256.30%-1252.2pp | 650.59%-646.5pp | 519.79%-515.7pp |
| Employer contribution / active EE | $666 | $1,485-55.2% | $1,088-38.8% | $4,779-86.1% |
| Participant deferral / active EE | $781 | $2,527-69.1% | $1,874-58.3% | $5,609-86.1% |
| Admin fee / account holder | $993 | $4,142-76.0% | $3,082-67.8% | $10,828-90.8% |