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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 | $255,085 | $100,139+154.7% | $85,187+199.4% | $145,884+74.9% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 10.91% | 84.15%-73.2pp | 66.67%-55.8pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,102 | $3,238-35.1% | $2,732-23.1% | $4,662-54.9% |
| Participant deferral / active EE | $8,433 | $5,296+59.2% | $4,525+86.4% | $6,690+26.1% |
| Admin fee / account holder | $6,674 | $7,262-8.1% | $6,162+8.3% | $13,392-50.2% |