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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 | $329,555 | $126,113+161.3% | $116,096+183.9% | $155,188+112.4% |
| Participation rate | 21.4% | 75.1%-53.7pp | 73.3%-51.9pp | 80.8%-59.4pp |
| Annual return | 11.98% | 391.72%-379.7pp | 326.25%-314.3pp | 148.84%-136.9pp |
| Employer contribution / active EE | $864 | $2,672-67.7% | $2,503-65.5% | $4,248-79.7% |
| Participant deferral / active EE | $2,206 | $4,162-47.0% | $3,952-44.2% | $6,531-66.2% |
| Admin fee / account holder | $18,843 | $8,045+134.2% | $7,704+144.6% | $14,480+30.1% |