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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 | $280,125 | $157,304+78.1% | $141,197+98.4% | $152,909+83.2% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 19.30% | 64.34%-45.0pp | 71.41%-52.1pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,216 | $5,263-76.9% | $4,736-74.3% | $4,764-74.5% |
| Participant deferral / active EE | $2,929 | $7,111-58.8% | $6,710-56.3% | $5,851-49.9% |
| Admin fee / account holder | $945 | $12,126-92.2% | $10,265-90.8% | $11,601-91.9% |