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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 | $275,736 | $125,190+120.3% | $105,624+161.1% | $145,897+89.0% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 12.87% | 225.22%-212.3pp | 116.20%-103.3pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,192 | $3,720-68.0% | $3,168-62.4% | $4,663-74.4% |
| Participant deferral / active EE | $2,309 | $5,716-59.6% | $5,013-53.9% | $6,689-65.5% |
| Admin fee / account holder | $3,729 | $17,138-78.2% | $10,961-66.0% | $13,390-72.2% |