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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 | $267,891 | $114,013+135.0% | $103,693+158.4% | $155,188+72.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 15.24% | 49.31%-34.1pp | 47.61%-32.4pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,506 | $3,131-51.9% | $2,920-48.4% | $4,248-64.6% |
| Participant deferral / active EE | $3,163 | $4,970-36.4% | $4,579-30.9% | $6,531-51.6% |
| Admin fee / account holder | $1,202 | $8,407-85.7% | $7,858-84.7% | $14,480-91.7% |