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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 | $289,276 | $110,337+162.2% | $102,383+182.5% | $145,877+98.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.06% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,404 | $4,216-66.7% | $3,870-63.7% | $4,663-69.9% |
| Participant deferral / active EE | $2,579 | $5,621-54.1% | $5,060-49.0% | $6,691-61.5% |
| Admin fee / account holder | $2,421 | $9,750-75.2% | $8,391-71.1% | $13,402-81.9% |