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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 | $364,590 | $110,410+230.2% | $102,437+255.9% | $145,897+149.9% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.8pp |
| Annual return | 19.19% | 24.85%-5.7pp | 24.95%-5.8pp | 552.29%-533.1pp |
| Employer contribution / active EE | $1,529 | $4,217-63.7% | $3,871-60.5% | $4,663-67.2% |
| Participant deferral / active EE | $3,880 | $5,622-31.0% | $5,060-23.3% | $6,689-42.0% |
| Admin fee / account holder | $3,623 | $9,745-62.8% | $8,388-56.8% | $13,390-72.9% |