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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 | $251,198 | $78,707+219.2% | $117,861+113.1% | $70,126+258.2% |
| Participation rate | 64.3% | 73.2%-8.9pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 15.46% | 23.30%-7.8pp | 335.11%-319.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $603 | $2,223-72.9% | $3,786-84.1% | $2,343-74.2% |
| Participant deferral / active EE | $5,748 | $3,297+74.3% | $4,482+28.3% | $3,332+72.5% |
| Admin fee / account holder | $712 | $5,066-86.0% | $8,021-91.1% | $4,645-84.7% |