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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 | $285,750 | $110,039+159.7% | $97,260+193.8% | $145,884+95.9% |
| Participation rate | 27.8% | 75.9%-48.1pp | 72.7%-44.9pp | 80.3%-52.5pp |
| Annual return | 15.41% | 244.44%-229.0pp | 75.54%-60.1pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,128 | $3,074-63.3% | $2,721-58.5% | $4,662-75.8% |
| Participant deferral / active EE | $4,725 | $4,674+1.1% | $4,262+10.9% | $6,690-29.4% |
| Admin fee / account holder | $1,069 | $6,204-82.8% | $5,640-81.1% | $13,392-92.0% |