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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 | $341,969 | $110,337+209.9% | $102,383+234.0% | $145,877+134.4% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 12.35% | 24.83%-12.5pp | 24.94%-12.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,748 | $4,216-58.5% | $3,870-54.8% | $4,663-62.5% |
| Participant deferral / active EE | $5,900 | $5,621+5.0% | $5,060+16.6% | $6,691-11.8% |
| Admin fee / account holder | $6,675 | $9,750-31.5% | $8,391-20.5% | $13,402-50.2% |