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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 | $304,999 | $211,239+44.4% | $178,528+70.8% | $145,877+109.1% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.70% | 30.22%-19.5pp | 27.11%-16.4pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,628 | $4,570-64.4% | $3,950-58.8% | $4,663-65.1% |
| Participant deferral / active EE | $7,889 | $6,963+13.3% | $6,278+25.7% | $6,691+17.9% |
| Admin fee / account holder | $292,713 | $12,095+2320.2% | $10,419+2709.4% | $13,402+2084.1% |