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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 | $260,045 | $52,279+397.4% | $89,400+190.9% | $79,858+225.6% |
| Participation rate | 13.8% | 57.5%-43.7pp | 68.0%-54.2pp | 69.6%-55.8pp |
| Annual return | 20.76% | 22.16%-1.4pp | 245.64%-224.9pp | 31.72%-11.0pp |
| Employer contribution / active EE | $610 | $1,572-61.2% | $2,586-76.4% | $2,471-75.3% |
| Participant deferral / active EE | $3,471 | $2,740+26.7% | $3,890-10.8% | $3,740-7.2% |
| Admin fee / account holder | $1,823 | $3,356-45.7% | $4,882-62.7% | $5,306-65.6% |