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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 | $524,565 | $110,337+375.4% | $102,383+412.4% | $145,877+259.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.61% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,440 | $4,216-65.8% | $3,870-62.8% | $4,663-69.1% |
| Participant deferral / active EE | $13,150 | $5,621+134.0% | $5,060+159.9% | $6,691+96.5% |
| Admin fee / account holder | $670 | $9,750-93.1% | $8,391-92.0% | $13,402-95.0% |