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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 | $264,382 | $110,212+139.9% | $96,534+173.9% | $139,466+89.6% |
| Participation rate | 21.7% | 78.1%-56.4pp | 76.0%-54.2pp | 80.3%-58.6pp |
| Annual return | 13.19% | 26.42%-13.2pp | 25.88%-12.7pp | 373.66%-360.5pp |
| Employer contribution / active EE | $872 | $3,620-75.9% | $2,965-70.6% | $4,754-81.7% |
| Participant deferral / active EE | $2,239 | $5,547-59.6% | $4,851-53.8% | $6,712-66.6% |
| Admin fee / account holder | $1,490 | $11,599-87.2% | $8,253-81.9% | $11,409-86.9% |