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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 | $280,522 | $88,672+216.4% | $105,223+166.6% | $82,448+240.2% |
| Participation rate | 46.4% | 67.9%-21.5pp | 75.0%-28.6pp | 68.1%-21.6pp |
| Annual return | 13.39% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,126 | $3,048-63.1% | $3,689-69.5% | $2,551-55.9% |
| Participant deferral / active EE | $3,410 | $4,036-15.5% | $5,072-32.8% | $4,139-17.6% |
| Admin fee / account holder | $1,752 | $7,146-75.5% | $8,859-80.2% | $7,234-75.8% |