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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 | $339,896 | $88,672+283.3% | $105,223+223.0% | $82,448+312.3% |
| Participation rate | 22.0% | 67.9%-46.0pp | 75.0%-53.1pp | 68.1%-46.1pp |
| Annual return | 15.71% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $818 | $3,048-73.2% | $3,689-77.8% | $2,551-67.9% |
| Participant deferral / active EE | $2,621 | $4,036-35.1% | $5,072-48.3% | $4,139-36.7% |
| Admin fee / account holder | $3,640 | $7,146-49.1% | $8,859-58.9% | $7,234-49.7% |