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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 | $271,741 | $102,422+165.3% | $147,117+84.7% | $80,959+235.7% |
| Participation rate | 36.1% | 75.9%-39.8pp | 82.2%-46.1pp | 67.7%-31.6pp |
| Annual return | 12.10% | 135.16%-123.1pp | 420.54%-408.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $979 | $3,717-73.7% | $4,932-80.2% | $2,757-64.5% |
| Participant deferral / active EE | $4,762 | $6,652-28.4% | $8,065-41.0% | $4,300+10.7% |
| Admin fee / account holder | $41,711 | $7,953+424.4% | $12,993+221.0% | $6,925+502.3% |