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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 | $278,597 | $29,733+837.0% | $56,025+397.3% | $80,959+244.1% |
| Participation rate | 14.3% | 41.7%-27.4pp | 52.5%-38.2pp | 67.7%-53.4pp |
| Annual return | 19.05% | 35.28%-16.2pp | 1712.69%-1693.6pp | 35.67%-16.6pp |
| Employer contribution / active EE | $319 | $672-52.5% | $1,042-69.3% | $2,757-88.4% |
| Participant deferral / active EE | $1,380 | $1,229+12.2% | $1,955-29.4% | $4,300-67.9% |
| Admin fee / account holder | $13,436 | $2,434+452.1% | $2,828+375.1% | $6,925+94.0% |