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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 | $284,831 | $227,399+25.3% | $189,758+50.1% | $198,609+43.4% |
| Participation rate | 47.4% | 84.0%-36.6pp | 79.8%-32.4pp | 82.4%-35.0pp |
| Annual return | 14.07% | 61.03%-47.0pp | 52.62%-38.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,546 | $5,526-72.0% | $4,767-67.6% | $5,055-69.4% |
| Participant deferral / active EE | $4,185 | $6,837-38.8% | $5,856-28.5% | $6,977-40.0% |
| Admin fee / account holder | $8,147 | $25,162-67.6% | $20,388-60.0% | $19,030-57.2% |