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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 | $281,248 | $102,422+174.6% | $147,117+91.2% | $80,959+247.4% |
| Participation rate | 44.8% | 75.9%-31.0pp | 82.2%-37.4pp | 67.7%-22.8pp |
| Annual return | 18.97% | 135.16%-116.2pp | 420.54%-401.6pp | 35.67%-16.7pp |
| Employer contribution / active EE | $1,974 | $3,717-46.9% | $4,932-60.0% | $2,757-28.4% |
| Participant deferral / active EE | $4,736 | $6,652-28.8% | $8,065-41.3% | $4,300+10.1% |
| Admin fee / account holder | $838 | $7,953-89.5% | $12,993-93.5% | $6,925-87.9% |