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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 | $259,396 | $98,766+162.6% | $149,730+73.2% | $79,852+224.8% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 24.79% | 27.43%-2.6pp | 276.70%-251.9pp | 31.72%-6.9pp |
| Employer contribution / active EE | $1,705 | $3,217-47.0% | $4,645-63.3% | $2,471-31.0% |
| Participant deferral / active EE | $4,570 | $5,681-19.6% | $6,843-33.2% | $3,740+22.2% |
| Admin fee / account holder | $4,410 | $6,052-27.1% | $9,310-52.6% | $5,306-16.9% |