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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 | $29,716+837.5% | $56,077+396.8% | $80,925+244.3% |
| Participation rate | 14.3% | 41.7%-27.4pp | 52.5%-38.2pp | 67.7%-53.4pp |
| Annual return | 19.05% | 35.30%-16.2pp | 1709.28%-1690.2pp | 35.65%-16.6pp |
| Employer contribution / active EE | $319 | $671-52.4% | $1,040-69.3% | $2,756-88.4% |
| Participant deferral / active EE | $1,380 | $1,228+12.3% | $1,954-29.4% | $4,299-67.9% |
| Admin fee / account holder | $13,436 | $2,432+452.5% | $2,825+375.6% | $6,940+93.6% |