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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 | $400,699 | $124,351+222.2% | $109,188+267.0% | $167,553+139.1% |
| Participation rate | 42.9% | 79.4%-36.6pp | 75.9%-33.0pp | 82.1%-39.3pp |
| Annual return | 15.56% | 26.04%-10.5pp | 25.76%-10.2pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,052 | $4,210-75.0% | $3,723-71.7% | $4,840-78.3% |
| Participant deferral / active EE | $10,214 | $5,257+94.3% | $4,654+119.5% | $6,343+61.0% |
| Admin fee / account holder | $1,300 | $7,975-83.7% | $6,755-80.8% | $12,316-89.4% |