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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 | $278,950 | $117,895+136.6% | $102,460+172.3% | $145,897+91.2% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 14.25% | 31.92%-17.7pp | 29.47%-15.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,196 | $3,619-66.9% | $3,025-60.5% | $4,663-74.3% |
| Participant deferral / active EE | $5,960 | $5,736+3.9% | $5,056+17.9% | $6,689-10.9% |
| Admin fee / account holder | $1,209 | $13,353-90.9% | $9,460-87.2% | $13,390-91.0% |