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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 | $257,685 | $124,346+107.2% | $111,308+131.5% | $167,536+53.8% |
| Participation rate | 45.8% | 79.6%-33.8pp | 77.3%-31.5pp | 82.1%-36.3pp |
| Annual return | 15.93% | 37.45%-21.5pp | 54.67%-38.7pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,214 | $3,437-64.7% | $2,732-55.6% | $4,839-74.9% |
| Participant deferral / active EE | $2,223 | $5,182-57.1% | $4,487-50.5% | $6,342-65.0% |
| Admin fee / account holder | $8,294 | $10,621-21.9% | $7,965+4.1% | $12,315-32.6% |