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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 | $29,736+765.8% | $56,033+359.5% | $80,935+218.1% |
| Participation rate | 25.6% | 41.7%-16.1pp | 52.5%-26.9pp | 67.7%-42.0pp |
| Annual return | 17.91% | 35.28%-17.4pp | 1711.38%-1693.5pp | 35.66%-17.7pp |
| Employer contribution / active EE | $646 | $671-3.8% | $1,041-37.9% | $2,757-76.6% |
| Participant deferral / active EE | $2,167 | $1,228+76.4% | $1,954+10.9% | $4,299-49.6% |
| Admin fee / account holder | $7,354 | $2,434+202.2% | $2,827+160.1% | $6,924+6.2% |