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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 | $280,628 | $110,337+154.3% | $102,383+174.1% | $145,877+92.4% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 12.13% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,531 | $4,216-40.0% | $3,870-34.6% | $4,663-45.7% |
| Participant deferral / active EE | $8,578 | $5,621+52.6% | $5,060+69.5% | $6,691+28.2% |
| Admin fee / account holder | $14,440 | $9,750+48.1% | $8,391+72.1% | $13,402+7.7% |