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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 | $259,213 | $111,535+132.4% | $105,223+146.3% | $137,256+88.9% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 80.0%-41.5pp |
| Annual return | 17.54% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,196 | $3,939-69.6% | $3,689-67.6% | $4,156-71.2% |
| Participant deferral / active EE | $10,212 | $5,500+85.7% | $5,072+101.4% | $6,407+59.4% |
| Admin fee / account holder | $2,768 | $9,721-71.5% | $8,859-68.8% | $12,270-77.4% |