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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 | $117,829+115.2% | $102,423+147.6% | $145,877+73.8% |
| Participation rate | 52.6% | 78.6%-26.0pp | 76.5%-23.9pp | 80.3%-27.7pp |
| Annual return | 15.53% | 31.83%-16.3pp | 29.42%-13.9pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,605 | $3,615-55.6% | $3,023-46.9% | $4,663-65.6% |
| Participant deferral / active EE | $2,999 | $5,732-47.7% | $5,054-40.7% | $6,691-55.2% |
| Admin fee / account holder | $41,985 | $13,335+214.8% | $9,455+344.1% | $13,402+213.3% |