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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 | $274,183 | $155,555+76.3% | $146,866+86.7% | $155,188+76.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 15.75% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,032 | $4,647-77.8% | $4,425-76.7% | $4,248-75.7% |
| Participant deferral / active EE | $8,769 | $8,044+9.0% | $7,759+13.0% | $6,531+34.3% |
| Admin fee / account holder | $1,041 | $14,755-92.9% | $13,620-92.4% | $14,480-92.8% |