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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 | $254,981 | $157,304+62.1% | $141,197+80.6% | $152,909+66.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 25.35% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.1pp |
| Employer contribution / active EE | $1,081 | $5,263-79.5% | $4,736-77.2% | $4,764-77.3% |
| Participant deferral / active EE | $6,333 | $7,111-10.9% | $6,710-5.6% | $5,851+8.2% |
| Admin fee / account holder | $4,735 | $12,126-61.0% | $10,265-53.9% | $11,601-59.2% |