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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 | $284,045 | $101,618+179.5% | $93,063+205.2% | $137,256+106.9% |
| Participation rate | 37.5% | 74.9%-37.4pp | 72.1%-34.6pp | 80.0%-42.5pp |
| Annual return | 24.07% | 223.95%-199.9pp | 34.15%-10.1pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,568 | $2,707-42.1% | $2,476-36.7% | $4,156-62.3% |
| Participant deferral / active EE | $8,155 | $4,279+90.6% | $3,958+106.0% | $6,407+27.3% |
| Admin fee / account holder | $2,207 | $6,198-64.4% | $6,033-63.4% | $12,270-82.0% |