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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 | $268,829 | $106,247+153.0% | $96,515+178.5% | $139,466+92.8% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 18.10% | 38.47%-20.4pp | 35.73%-17.6pp | 373.66%-355.6pp |
| Employer contribution / active EE | $1,756 | $4,106-57.2% | $3,740-53.0% | $4,754-63.1% |
| Participant deferral / active EE | $4,394 | $5,456-19.5% | $4,880-9.9% | $6,712-34.5% |
| Admin fee / account holder | $2,237 | $7,885-71.6% | $6,735-66.8% | $11,409-80.4% |