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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 | $284,904 | $101,752+180.0% | $164,928+72.7% | $80,911+252.1% |
| Participation rate | 38.2% | 71.8%-33.6pp | 78.6%-40.4pp | 67.6%-29.4pp |
| Annual return | 12.45% | 16.73%-4.3pp | 70.08%-57.6pp | 35.63%-23.2pp |
| Employer contribution / active EE | $1,108 | $2,953-62.5% | $4,343-74.5% | $2,756-59.8% |
| Participant deferral / active EE | $3,128 | $4,477-30.1% | $6,034-48.2% | $4,297-27.2% |
| Admin fee / account holder | $19,982 | $8,218+143.2% | $12,684+57.5% | $6,935+188.1% |