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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 | $255,400 | $57,119+347.1% | $85,187+199.8% | $80,935+215.6% |
| Participation rate | 5.7% | 56.4%-50.7pp | 67.5%-61.8pp | 67.7%-61.9pp |
| Annual return | 17.54% | 21.70%-4.2pp | 66.67%-49.1pp | 35.66%-18.1pp |
| Employer contribution / active EE | $754 | $1,802-58.1% | $2,732-72.4% | $2,757-72.6% |
| Participant deferral / active EE | $1,714 | $3,115-45.0% | $4,525-62.1% | $4,299-60.1% |
| Admin fee / account holder | $20,020 | $4,990+301.2% | $6,162+224.9% | $6,924+189.1% |