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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 | $256,416 | $157,276+63.0% | $141,177+81.6% | $152,885+67.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.65% | 64.33%-43.7pp | 71.40%-50.8pp | 345.39%-324.7pp |
| Employer contribution / active EE | $2,779 | $5,262-47.2% | $4,736-41.3% | $4,763-41.7% |
| Participant deferral / active EE | $7,287 | $7,110+2.5% | $6,710+8.6% | $5,851+24.6% |
| Admin fee / account holder | $2,365 | $12,123-80.5% | $10,263-77.0% | $11,598-79.6% |