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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 | $259,838 | $97,765+165.8% | $103,486+151.1% | $145,884+78.1% |
| Participation rate | 40.0% | 81.1%-41.1pp | 80.5%-40.5pp | 80.3%-40.3pp |
| Annual return | 13.87% | 25.44%-11.6pp | 23.93%-10.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,270 | $4,687-72.9% | $4,679-72.9% | $4,662-72.8% |
| Participant deferral / active EE | $3,885 | $6,606-41.2% | $6,628-41.4% | $6,690-41.9% |
| Admin fee / account holder | $12,889 | $12,505+3.1% | $9,354+37.8% | $13,392-3.8% |