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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 | $406,696 | $99,345+309.4% | $84,753+379.9% | $273,972+48.4% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 10.01% | 22.93%-12.9pp | 22.78%-12.8pp | 41.46%-31.4pp |
| Employer contribution / active EE | $14,246 | $4,214+238.1% | $3,574+298.6% | $4,869+192.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,130 | $6,645-37.9% | $5,333-22.6% | $10,133-59.2% |