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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 | $403,733 | $117,829+242.6% | $102,423+294.2% | $145,877+176.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 17.91% | 31.83%-13.9pp | 29.42%-11.5pp | 551.28%-533.4pp |
| Employer contribution / active EE | $2,200 | $3,615-39.1% | $3,023-27.2% | $4,663-52.8% |
| Participant deferral / active EE | $6,337 | $5,732+10.5% | $5,054+25.4% | $6,691-5.3% |
| Admin fee / account holder | $2,306 | $13,335-82.7% | $9,455-75.6% | $13,402-82.8% |