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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 | $252,920 | $117,895+114.5% | $102,460+146.8% | $145,897+73.4% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 12.31% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,793 | $3,619-50.4% | $3,025-40.7% | $4,663-61.5% |
| Participant deferral / active EE | $5,856 | $5,736+2.1% | $5,056+15.8% | $6,689-12.5% |
| Admin fee / account holder | $10,353 | $13,353-22.5% | $9,460+9.4% | $13,390-22.7% |