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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 | $257,107 | $88,672+190.0% | $105,223+144.3% | $82,448+211.8% |
| Participation rate | 41.9% | 67.9%-26.0pp | 75.0%-33.1pp | 68.1%-26.1pp |
| Annual return | 17.21% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,045 | $3,048-65.7% | $3,689-71.7% | $2,551-59.0% |
| Participant deferral / active EE | $1,751 | $4,036-56.6% | $5,072-65.5% | $4,139-57.7% |
| Admin fee / account holder | $930 | $7,146-87.0% | $8,859-89.5% | $7,234-87.1% |