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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 | $272,311 | $70,418+286.7% | $96,570+182.0% | $85,847+217.2% |
| Participation rate | 5.5% | 61.8%-56.4pp | 69.8%-64.4pp | 69.3%-63.9pp |
| Annual return | 12.51% | 18.59%-6.1pp | 37.79%-25.3pp | 318.61%-306.1pp |
| Employer contribution / active EE | $424 | $1,413-70.0% | $2,357-82.0% | $2,565-83.5% |
| Participant deferral / active EE | $2,093 | $2,894-27.7% | $3,849-45.6% | $3,952-47.0% |
| Admin fee / account holder | $1,290 | $4,995-74.2% | $6,182-79.1% | $6,261-79.4% |