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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 | $314,290 | $29,667+959.4% | $56,441+456.8% | $80,874+288.6% |
| Participation rate | 11.2% | 41.7%-30.4pp | 52.5%-41.3pp | 67.6%-56.4pp |
| Annual return | 13.26% | 35.22%-22.0pp | 1704.21%-1691.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $399 | $669-40.5% | $1,039-61.6% | $2,756-85.5% |
| Participant deferral / active EE | $1,005 | $1,227-18.0% | $1,953-48.5% | $4,297-76.6% |
| Admin fee / account holder | $2,236 | $2,429-7.9% | $2,829-21.0% | $6,935-67.8% |