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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 | $292,865 | $111,535+162.6% | $105,223+178.3% | $137,256+113.4% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 12.47% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $821 | $3,939-79.2% | $3,689-77.7% | $4,156-80.3% |
| Participant deferral / active EE | $2,313 | $5,500-58.0% | $5,072-54.4% | $6,407-63.9% |
| Admin fee / account holder | $10,893 | $9,721+12.0% | $8,859+23.0% | $12,270-11.2% |