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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 | $255,097 | $58,311+337.5% | $81,882+211.5% | $80,959+215.1% |
| Participation rate | 18.8% | 63.5%-44.7pp | 72.4%-53.6pp | 67.7%-48.9pp |
| Annual return | 16.38% | 41.85%-25.5pp | 779.47%-763.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $564 | $2,347-76.0% | $2,916-80.7% | $2,757-79.5% |
| Participant deferral / active EE | $1,580 | $3,287-51.9% | $4,323-63.5% | $4,300-63.3% |
| Admin fee / account holder | $398 | $4,752-91.6% | $7,360-94.6% | $6,925-94.2% |