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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 | $300,369 | $114,013+163.5% | $103,693+189.7% | $155,188+93.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 10.51% | 49.31%-38.8pp | 47.61%-37.1pp | 148.84%-138.3pp |
| Employer contribution / active EE | $550 | $3,131-82.4% | $2,920-81.2% | $4,248-87.1% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,624 | $8,407-80.7% | $7,858-79.3% | $14,480-88.8% |