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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 | $265,589 | $77,901+240.9% | $149,717+77.4% | $75,181+253.3% |
| Participation rate | 41.4% | 65.6%-24.2pp | 78.8%-37.4pp | 67.2%-25.8pp |
| Annual return | 29.17% | 31.73%-2.6pp | 134.41%-105.2pp | 160.69%-131.5pp |
| Employer contribution / active EE | $1,817 | $3,137-42.1% | $4,820-62.3% | $2,671-32.0% |
| Participant deferral / active EE | $2,774 | $3,411-18.7% | $5,682-51.2% | $4,126-32.8% |
| Admin fee / account holder | $6,926 | $5,949+16.4% | $13,213-47.6% | $5,650+22.6% |