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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 | $268,960 | $102,422+162.6% | $147,117+82.8% | $80,959+232.2% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 20.59% | 135.16%-114.6pp | 420.54%-399.9pp | 35.67%-15.1pp |
| Employer contribution / active EE | $1,919 | $3,717-48.4% | $4,932-61.1% | $2,757-30.4% |
| Participant deferral / active EE | $7,287 | $6,652+9.5% | $8,065-9.6% | $4,300+69.5% |
| Admin fee / account holder | $2,624 | $7,953-67.0% | $12,993-79.8% | $6,925-62.1% |