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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 | $360,851 | $94,439+282.1% | $73,658+389.9% | $154,746+133.2% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | 21.26% | 28.25%-7.0pp | 29.72%-8.5pp | 172.34%-151.1pp |
| Employer contribution / active EE | $800 | $1,257-36.4% | $1,032-22.5% | $4,379-81.7% |
| Participant deferral / active EE | $10,333 | $2,527+308.9% | $2,062+401.2% | $6,730+53.5% |
| Admin fee / account holder | $1,043 | $3,843-72.9% | $3,357-68.9% | $14,365-92.7% |