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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 | $177,595+66.0% | $148,496+98.5% | $198,609+48.4% |
| Participation rate | 53.3% | 79.3%-25.9pp | 76.0%-22.7pp | 82.4%-29.0pp |
| Annual return | 11.43% | 9.97%+1.5pp | 12.33%-0.9pp | 202.70%-191.3pp |
| Employer contribution / active EE | $1,133 | $4,098-72.4% | $3,497-67.6% | $5,055-77.6% |
| Participant deferral / active EE | $2,521 | $5,539-54.5% | $4,808-47.6% | $6,977-63.9% |
| Admin fee / account holder | $55,129 | $27,010+104.1% | $19,547+182.0% | $19,030+189.7% |