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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 | $260,942 | $176,838+47.6% | $146,685+77.9% | $167,518+55.8% |
| Participation rate | 37.5% | 83.6%-46.1pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 11.75% | 24.04%-12.3pp | 22.75%-11.0pp | 478.71%-467.0pp |
| Employer contribution / active EE | $1,195 | $5,161-76.9% | $4,137-71.1% | $4,838-75.3% |
| Participant deferral / active EE | $2,378 | $6,441-63.1% | $5,507-56.8% | $6,342-62.5% |
| Admin fee / account holder | $2,045 | $13,262-84.6% | $10,281-80.1% | $12,312-83.4% |