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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 | $278,385 | $115,225+141.6% | $100,712+176.4% | $138,895+100.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 13.82% | 40.35%-26.5pp | 33.27%-19.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $930 | $2,771-66.4% | $2,313-59.8% | $4,194-77.8% |
| Participant deferral / active EE | $2,142 | $4,699-54.4% | $4,085-47.6% | $6,396-66.5% |
| Admin fee / account holder | $4,690 | $10,844-56.7% | $9,256-49.3% | $12,562-62.7% |