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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 | $253,979 | $111,535+127.7% | $105,223+141.4% | $137,256+85.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 15.83% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,607 | $3,939-59.2% | $3,689-56.4% | $4,156-61.3% |
| Participant deferral / active EE | $8,767 | $5,500+59.4% | $5,072+72.9% | $6,407+36.8% |
| Admin fee / account holder | $2,730 | $9,721-71.9% | $8,859-69.2% | $12,270-77.7% |