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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 | $252,253 | $162,821+54.9% | $133,978+88.3% | $158,982+58.7% |
| Participation rate | 61.9% | 83.2%-21.3pp | 79.8%-17.9pp | 82.0%-20.1pp |
| Annual return | 11.58% | 41.95%-30.4pp | 45.10%-33.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $1,082 | $4,976-78.2% | $3,919-72.4% | $4,763-77.3% |
| Participant deferral / active EE | $3,608 | $5,910-39.0% | $5,047-28.5% | $5,983-39.7% |
| Admin fee / account holder | $19,626 | $11,742+67.1% | $8,930+119.8% | $11,252+74.4% |