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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 | $272,018 | $111,787+143.3% | $93,681+190.4% | $145,978+86.3% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.7pp |
| Annual return | 14.64% | 203.52%-188.9pp | 133.47%-118.8pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,404 | $3,093-54.6% | $2,422-42.1% | $4,662-69.9% |
| Participant deferral / active EE | $6,286 | $4,918+27.8% | $4,415+42.4% | $6,690-6.0% |
| Admin fee / account holder | $3,892 | $10,256-62.1% | $8,290-53.1% | $13,400-71.0% |