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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 | $304,184 | $124,351+144.6% | $109,188+178.6% | $167,553+81.5% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 16.57% | 26.04%-9.5pp | 25.76%-9.2pp | 478.89%-462.3pp |
| Employer contribution / active EE | $1,581 | $4,210-62.4% | $3,723-57.5% | $4,840-67.3% |
| Participant deferral / active EE | $3,885 | $5,257-26.1% | $4,654-16.5% | $6,343-38.8% |
| Admin fee / account holder | $77,642 | $7,975+873.6% | $6,755+1049.3% | $12,316+530.4% |