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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 | $284,924 | $183,627+55.2% | $155,602+83.1% | $145,978+95.2% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 11.78% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,938 | $5,316-63.5% | $4,675-58.5% | $4,662-58.4% |
| Participant deferral / active EE | $3,969 | $6,466-38.6% | $5,629-29.5% | $6,690-40.7% |
| Admin fee / account holder | $4,940 | $19,327-74.4% | $15,923-69.0% | $13,400-63.1% |