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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 | $255,083 | $172,111+48.2% | $150,298+69.7% | $137,256+85.8% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 15.65% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,084 | $4,636-76.6% | $4,154-73.9% | $4,156-73.9% |
| Participant deferral / active EE | $4,964 | $6,166-19.5% | $5,453-9.0% | $6,407-22.5% |
| Admin fee / account holder | $7,366 | $16,471-55.3% | $14,116-47.8% | $12,270-40.0% |