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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 | $318,905 | $110,410+188.8% | $102,437+211.3% | $145,897+118.6% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 11.73% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,240 | $4,217-46.9% | $3,871-42.1% | $4,663-52.0% |
| Participant deferral / active EE | $5,071 | $5,622-9.8% | $5,060+0.2% | $6,689-24.2% |
| Admin fee / account holder | $18,133 | $9,745+86.1% | $8,388+116.2% | $13,390+35.4% |