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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 | $281,293 | $101,618+176.8% | $93,063+202.3% | $137,256+104.9% |
| Participation rate | 52.9% | 74.9%-22.0pp | 72.1%-19.2pp | 80.0%-27.0pp |
| Annual return | 14.41% | 223.95%-209.5pp | 34.15%-19.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,547 | $2,707+31.0% | $2,476+43.3% | $4,156-14.7% |
| Participant deferral / active EE | $8,327 | $4,279+94.6% | $3,958+110.4% | $6,407+30.0% |
| Admin fee / account holder | $4,430 | $6,198-28.5% | $6,033-26.6% | $12,270-63.9% |