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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 | $262,906 | $110,337+138.3% | $102,383+156.8% | $145,877+80.2% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 13.67% | 24.83%-11.2pp | 24.94%-11.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,048 | $4,216-75.1% | $3,870-72.9% | $4,663-77.5% |
| Participant deferral / active EE | $3,681 | $5,621-34.5% | $5,060-27.2% | $6,691-45.0% |
| Admin fee / account holder | $4,219 | $9,750-56.7% | $8,391-49.7% | $13,402-68.5% |