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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 | $255,446 | $111,787+128.5% | $93,681+172.7% | $145,978+75.0% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 10.95% | 203.52%-192.6pp | 133.47%-122.5pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,254 | $3,093-59.5% | $2,422-48.2% | $4,662-73.1% |
| Participant deferral / active EE | $5,848 | $4,918+18.9% | $4,415+32.5% | $6,690-12.6% |
| Admin fee / account holder | $8,237 | $10,256-19.7% | $8,290-0.6% | $13,400-38.5% |