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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 | $279,045 | $185,883+50.1% | $170,043+64.1% | $139,466+100.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 12.55% | 60.54%-48.0pp | 53.40%-40.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,817 | $7,596-76.1% | $6,790-73.2% | $4,754-61.8% |
| Participant deferral / active EE | $8,643 | $11,626-25.7% | $10,410-17.0% | $6,712+28.8% |
| Admin fee / account holder | $6,642 | $15,393-56.8% | $12,824-48.2% | $11,409-41.8% |