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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 | $326,336 | $34,316+851.0% | $74,722+336.7% | $72,975+347.2% |
| Participation rate | 16.7% | 42.4%-25.7pp | 54.5%-37.8pp | 69.5%-52.8pp |
| Annual return | 22.82% | 26.58%-3.8pp | 753.11%-730.3pp | 81.01%-58.2pp |
| Employer contribution / active EE | $567 | $692-18.0% | $1,084-47.7% | $2,440-76.8% |
| Participant deferral / active EE | $2,500 | $1,272+96.6% | $1,963+27.3% | $3,608-30.7% |
| Admin fee / account holder | $59,054 | $2,125+2679.3% | $3,335+1670.9% | $5,124+1052.5% |