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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 | $253,567 | $117,859+115.1% | $102,438+147.5% | $145,959+73.7% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 15.53% | 31.72%-16.2pp | 29.37%-13.8pp | 561.95%-546.4pp |
| Employer contribution / active EE | $1,605 | $3,615-55.6% | $3,024-46.9% | $4,661-65.6% |
| Participant deferral / active EE | $2,999 | $5,732-47.7% | $5,054-40.7% | $6,689-55.2% |
| Admin fee / account holder | $41,985 | $13,318+215.2% | $9,448+344.4% | $13,398+213.4% |