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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 | $274,945 | $112,729+143.9% | $98,716+178.5% | $137,256+100.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 21.01% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,453 | $2,725-46.7% | $2,279-36.3% | $4,156-65.1% |
| Participant deferral / active EE | $9,750 | $4,640+110.1% | $4,048+140.9% | $6,407+52.2% |
| Admin fee / account holder | $14,934 | $10,129+47.4% | $8,703+71.6% | $12,270+21.7% |