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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 | $351,367 | $58,848+497.1% | $88,179+298.5% | $82,637+325.2% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.1%-54.9pp | 68.1%-53.8pp |
| Annual return | 14.51% | 22.76%-8.2pp | 64.97%-50.5pp | 53.51%-39.0pp |
| Employer contribution / active EE | $315 | $1,678-81.2% | $2,549-87.7% | $2,552-87.7% |
| Participant deferral / active EE | $1,019 | $3,124-67.4% | $4,614-77.9% | $4,126-75.3% |
| Admin fee / account holder | $2,912 | $4,795-39.3% | $7,673-62.1% | $7,339-60.3% |