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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 | $378,554 | $110,337+243.1% | $102,383+269.7% | $145,877+159.5% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 13.74% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,283 | $4,216-45.9% | $3,870-41.0% | $4,663-51.0% |
| Participant deferral / active EE | $5,769 | $5,621+2.6% | $5,060+14.0% | $6,691-13.8% |
| Admin fee / account holder | $11,131 | $9,750+14.2% | $8,391+32.7% | $13,402-16.9% |