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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 | $278,252 | $115,225+141.5% | $100,712+176.3% | $138,895+100.3% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 21.53% | 40.35%-18.8pp | 33.27%-11.7pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,258 | $2,771-54.6% | $2,313-45.6% | $4,194-70.0% |
| Participant deferral / active EE | $3,291 | $4,699-30.0% | $4,085-19.4% | $6,396-48.5% |
| Admin fee / account holder | $32,753 | $10,844+202.0% | $9,256+253.8% | $12,562+160.7% |