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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 | $294,768 | $139,948+110.6% | $121,663+142.3% | $154,746+90.5% |
| Participation rate | 53.3% | 78.0%-24.7pp | 74.5%-21.2pp | 80.7%-27.4pp |
| Annual return | 11.43% | 230.52%-219.1pp | 147.54%-136.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,133 | $3,521-67.8% | $3,020-62.5% | $4,379-74.1% |
| Participant deferral / active EE | $2,521 | $5,629-55.2% | $4,887-48.4% | $6,730-62.5% |
| Admin fee / account holder | $55,129 | $17,321+218.3% | $14,289+285.8% | $14,365+283.8% |