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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 | $358,529 | $110,337+224.9% | $102,383+250.2% | $145,877+145.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 12.46% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,988 | $4,216-29.1% | $3,870-22.8% | $4,663-35.9% |
| Participant deferral / active EE | $7,469 | $5,621+32.9% | $5,060+47.6% | $6,691+11.6% |
| Admin fee / account holder | $88,800 | $9,750+810.8% | $8,391+958.2% | $13,402+562.6% |