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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 | $266,306 | $110,379+141.3% | $102,412+160.0% | $145,884+82.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.48% | 24.84%-10.4pp | 24.94%-10.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $2,263 | $4,216-46.3% | $3,870-41.5% | $4,662-51.5% |
| Participant deferral / active EE | $4,344 | $5,622-22.7% | $5,060-14.1% | $6,690-35.1% |
| Admin fee / account holder | $20,402 | $9,745+109.4% | $8,388+143.2% | $13,392+52.3% |