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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 | $110,337+145.3% | $102,383+164.3% | $145,877+85.5% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 17.90% | 24.83%-6.9pp | 24.94%-7.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,390 | $4,216-67.0% | $3,870-64.1% | $4,663-70.2% |
| Participant deferral / active EE | $4,255 | $5,621-24.3% | $5,060-15.9% | $6,691-36.4% |
| Admin fee / account holder | $1,672 | $9,750-82.9% | $8,391-80.1% | $13,402-87.5% |