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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 | $260,009 | $112,915+130.3% | $90,965+185.8% | $158,950+63.6% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 12.17% | 215.75%-203.6pp | 134.57%-122.4pp | 302.91%-290.7pp |
| Employer contribution / active EE | $1,756 | $2,894-39.3% | $2,122-17.3% | $4,762-63.1% |
| Participant deferral / active EE | $8,675 | $4,128+110.1% | $3,373+157.2% | $5,983+45.0% |
| Admin fee / account holder | $1,145 | $8,044-85.8% | $5,960-80.8% | $11,248-89.8% |