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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 | $269,565 | $48,053+461.0% | $84,623+218.5% | $72,983+269.4% |
| Participation rate | 15.4% | 57.6%-42.2pp | 68.2%-52.8pp | 69.5%-54.1pp |
| Annual return | 24.74% | 37.39%-12.7pp | 258.77%-234.0pp | 81.01%-56.3pp |
| Employer contribution / active EE | $316 | $1,602-80.3% | $2,652-88.1% | $2,440-87.1% |
| Participant deferral / active EE | $931 | $2,681-65.3% | $3,899-76.1% | $3,608-74.2% |
| Admin fee / account holder | $5,739 | $3,395+69.0% | $4,913+16.8% | $5,124+12.0% |