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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 | $270,642 | $110,410+145.1% | $102,437+164.2% | $145,897+85.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 17.90% | 24.85%-7.0pp | 24.95%-7.1pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,390 | $4,217-67.0% | $3,871-64.1% | $4,663-70.2% |
| Participant deferral / active EE | $4,255 | $5,622-24.3% | $5,060-15.9% | $6,689-36.4% |
| Admin fee / account holder | $1,672 | $9,745-82.8% | $8,388-80.1% | $13,390-87.5% |