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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 | $282,604 | $81,233+247.9% | $155,567+81.7% | $80,874+249.4% |
| Participation rate | 16.3% | 66.2%-50.0pp | 78.2%-61.9pp | 67.6%-51.4pp |
| Annual return | 11.03% | 33.33%-22.3pp | 64.74%-53.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $806 | $3,101-74.0% | $4,674-82.8% | $2,756-70.7% |
| Participant deferral / active EE | $1,114 | $3,452-67.7% | $5,628-80.2% | $4,297-74.1% |
| Admin fee / account holder | $3,079 | $7,998-61.5% | $15,916-80.7% | $6,935-55.6% |