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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 | $299,121 | $23,330+1182.2% | $64,489+363.8% | $82,448+262.8% |
| Participation rate | 20.6% | 68.3%-47.7pp | 67.7%-47.1pp | 68.1%-47.5pp |
| Annual return | 16.56% | 83.66%-67.1pp | 55.03%-38.5pp | 41.64%-25.1pp |
| Employer contribution / active EE | $630 | $824-23.6% | $1,523-58.6% | $2,551-75.3% |
| Participant deferral / active EE | $1,626 | $1,707-4.8% | $2,778-41.5% | $4,139-60.7% |
| Admin fee / account holder | $4,055 | $2,946+37.7% | $4,260-4.8% | $7,234-43.9% |