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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 | $314,580 | $88,672+254.8% | $105,223+199.0% | $82,448+281.6% |
| Participation rate | 35.5% | 67.9%-32.4pp | 75.0%-39.6pp | 68.1%-32.6pp |
| Annual return | 14.19% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,717 | $3,048-43.7% | $3,689-53.5% | $2,551-32.7% |
| Participant deferral / active EE | $3,174 | $4,036-21.4% | $5,072-37.4% | $4,139-23.3% |
| Admin fee / account holder | $18,536 | $7,146+159.4% | $8,859+109.2% | $7,234+156.2% |