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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 | $384,498 | $110,379+248.3% | $102,412+275.4% | $145,884+163.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.67% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,240 | $4,216-70.6% | $3,870-68.0% | $4,662-73.4% |
| Participant deferral / active EE | $6,100 | $5,622+8.5% | $5,060+20.5% | $6,690-8.8% |
| Admin fee / account holder | $13,154 | $9,745+35.0% | $8,388+56.8% | $13,392-1.8% |