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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 | $253,670 | $135,956+86.6% | $123,894+104.7% | $273,972-7.4% |
| Participation rate | 30.4% | 84.1%-53.6pp | 81.4%-51.0pp | 83.0%-52.6pp |
| Annual return | 8.33% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,532 | $5,170-70.4% | $4,617-66.8% | $4,869-68.5% |
| Participant deferral / active EE | $4,536 | $6,343-28.5% | $5,984-24.2% | $5,287-14.2% |
| Admin fee / account holder | $17,899 | $9,817+82.3% | $8,357+114.2% | $10,133+76.7% |