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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 | $294,768 | $132,634+122.2% | $115,768+154.6% | $137,256+114.8% |
| Participation rate | 53.3% | 77.9%-24.5pp | 74.4%-21.1pp | 80.0%-26.6pp |
| Annual return | 11.43% | 160.70%-149.3pp | 100.46%-89.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,133 | $3,360-66.3% | $2,940-61.5% | $4,156-72.7% |
| Participant deferral / active EE | $2,521 | $5,619-55.1% | $4,917-48.7% | $6,407-60.7% |
| Admin fee / account holder | $55,129 | $15,028+266.8% | $12,439+343.2% | $12,270+349.3% |