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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 | $266,914 | $117,846+126.5% | $102,434+160.6% | $145,884+83.0% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.7pp |
| Annual return | 11.93% | 31.90%-20.0pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,311 | $3,615-63.7% | $3,023-56.6% | $4,662-71.9% |
| Participant deferral / active EE | $3,033 | $5,733-47.1% | $5,055-40.0% | $6,690-54.7% |
| Admin fee / account holder | $4,756 | $13,356-64.4% | $9,462-49.7% | $13,392-64.5% |