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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 | $260,713 | $183,627+42.0% | $155,602+67.6% | $145,978+78.6% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 13.82% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,394 | $5,316-73.8% | $4,675-70.2% | $4,662-70.1% |
| Participant deferral / active EE | $2,747 | $6,466-57.5% | $5,629-51.2% | $6,690-58.9% |
| Admin fee / account holder | $4,425 | $19,327-77.1% | $15,923-72.2% | $13,400-67.0% |