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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 | $273,656 | $110,303+148.1% | $95,759+185.8% | $139,487+96.2% |
| Participation rate | 44.4% | 75.7%-31.3pp | 72.3%-27.8pp | 80.3%-35.9pp |
| Annual return | 18.13% | 27.19%-9.1pp | 28.42%-10.3pp | 373.84%-355.7pp |
| Employer contribution / active EE | $653 | $3,261-80.0% | $2,836-77.0% | $4,755-86.3% |
| Participant deferral / active EE | $6,632 | $4,674+41.9% | $4,244+56.3% | $6,713-1.2% |
| Admin fee / account holder | $2,242 | $6,615-66.1% | $5,678-60.5% | $11,407-80.3% |