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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 | $312,764 | $104,664+198.8% | $85,693+265.0% | $167,518+86.7% |
| Participation rate | 61.5% | 76.4%-14.8pp | 69.9%-8.3pp | 82.1%-20.6pp |
| Annual return | 12.84% | 21.45%-8.6pp | 21.49%-8.7pp | 478.71%-465.9pp |
| Employer contribution / active EE | $1,122 | $3,337-66.4% | $2,618-57.1% | $4,838-76.8% |
| Participant deferral / active EE | $4,828 | $4,824+0.1% | $3,923+23.1% | $6,342-23.9% |
| Admin fee / account holder | $1,676 | $10,032-83.3% | $6,874-75.6% | $12,312-86.4% |