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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 | $257,449 | $29,670+767.7% | $56,054+359.3% | $80,911+218.2% |
| Participation rate | 25.6% | 41.7%-16.0pp | 52.5%-26.8pp | 67.6%-42.0pp |
| Annual return | 17.91% | 35.24%-17.3pp | 1705.95%-1688.0pp | 35.63%-17.7pp |
| Employer contribution / active EE | $646 | $670-3.6% | $1,039-37.8% | $2,756-76.6% |
| Participant deferral / active EE | $2,167 | $1,227+76.6% | $1,952+11.0% | $4,297-49.6% |
| Admin fee / account holder | $7,354 | $2,431+202.5% | $2,822+160.6% | $6,935+6.0% |