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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 | $58,241+338.0% | $81,780+211.9% | $80,911+215.3% |
| Participation rate | 18.8% | 63.4%-44.7pp | 72.4%-53.6pp | 67.6%-48.9pp |
| Annual return | 16.38% | 41.73%-25.3pp | 776.27%-759.9pp | 35.63%-19.2pp |
| Employer contribution / active EE | $564 | $2,343-75.9% | $2,914-80.6% | $2,756-79.5% |
| Participant deferral / active EE | $1,580 | $3,283-51.9% | $4,321-63.4% | $4,297-63.2% |
| Admin fee / account holder | $398 | $4,973-92.0% | $7,384-94.6% | $6,935-94.3% |