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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 | $313,571 | $111,535+181.1% | $105,223+198.0% | $137,256+128.5% |
| Participation rate | 23.5% | 78.1%-54.6pp | 75.0%-51.5pp | 80.0%-56.4pp |
| Annual return | 11.92% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,296 | $3,939-67.1% | $3,689-64.9% | $4,156-68.8% |
| Participant deferral / active EE | $4,136 | $5,500-24.8% | $5,072-18.4% | $6,407-35.4% |
| Admin fee / account holder | $10,591 | $9,721+8.9% | $8,859+19.6% | $12,270-13.7% |