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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 | $250,738 | $78,690+218.6% | $161,489+55.3% | $87,485+186.6% |
| Participation rate | 60.5% | 67.5%-6.9pp | 78.7%-18.2pp | 68.9%-8.4pp |
| Annual return | 16.26% | 32.74%-16.5pp | 89.72%-73.5pp | 26.06%-9.8pp |
| Employer contribution / active EE | $387 | $2,588-85.0% | $4,268-90.9% | $2,596-85.1% |
| Participant deferral / active EE | $9,476 | $3,311+186.2% | $5,630+68.3% | $4,274+121.7% |
| Admin fee / account holder | $2,854 | $6,724-57.6% | $16,006-82.2% | $7,775-63.3% |