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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 | $307,452 | $110,410+178.5% | $102,437+200.1% | $145,897+110.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 9.55% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,880 | $4,217-55.4% | $3,871-51.4% | $4,663-59.7% |
| Participant deferral / active EE | $4,452 | $5,622-20.8% | $5,060-12.0% | $6,689-33.4% |
| Admin fee / account holder | $99,018 | $9,745+916.1% | $8,388+1080.5% | $13,390+639.5% |