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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 | $253,716 | $70,366+260.6% | $66,674+280.5% | $138,895+82.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 15.82% | 386.41%-370.6pp | 321.24%-305.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,147 | $2,765-58.5% | $2,620-56.2% | $4,194-72.7% |
| Participant deferral / active EE | $5,193 | $4,374+18.7% | $4,084+27.1% | $6,396-18.8% |
| Admin fee / account holder | $4,323 | $5,262-17.9% | $5,098-15.2% | $12,562-65.6% |