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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 | $254,078 | $111,535+127.8% | $105,223+141.5% | $137,256+85.1% |
| Participation rate | 39.1% | 78.1%-39.0pp | 75.0%-35.9pp | 80.0%-40.8pp |
| Annual return | 11.92% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,698 | $3,939-56.9% | $3,689-54.0% | $4,156-59.1% |
| Participant deferral / active EE | $3,268 | $5,500-40.6% | $5,072-35.6% | $6,407-49.0% |
| Admin fee / account holder | $1,186 | $9,721-87.8% | $8,859-86.6% | $12,270-90.3% |