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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 | $253,559 | $106,267+138.6% | $96,520+162.7% | $139,456+81.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 13.17% | 38.45%-25.3pp | 35.72%-22.5pp | 373.45%-360.3pp |
| Employer contribution / active EE | $3,542 | $4,105-13.7% | $3,739-5.3% | $4,753-25.5% |
| Participant deferral / active EE | $9,045 | $5,454+65.8% | $4,879+85.4% | $6,711+34.8% |
| Admin fee / account holder | $496 | $7,882-93.7% | $6,733-92.6% | $11,407-95.7% |