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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 | $355,573 | $176,838+101.1% | $146,685+142.4% | $167,518+112.3% |
| Participation rate | 35.3% | 83.6%-48.3pp | 80.1%-44.8pp | 82.1%-46.8pp |
| Annual return | 11.46% | 24.04%-12.6pp | 22.75%-11.3pp | 478.71%-467.2pp |
| Employer contribution / active EE | $1,349 | $5,161-73.9% | $4,137-67.4% | $4,838-72.1% |
| Participant deferral / active EE | $5,054 | $6,441-21.5% | $5,507-8.2% | $6,342-20.3% |
| Admin fee / account holder | $3,168 | $13,262-76.1% | $10,281-69.2% | $12,312-74.3% |