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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 | $255,122 | $97,125+162.7% | $86,233+195.9% | $137,256+85.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.0%-10.7pp | 80.0%-21.6pp |
| Annual return | 14.14% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,715 | $2,841-39.7% | $2,504-31.5% | $4,156-58.7% |
| Participant deferral / active EE | $8,758 | $5,180+69.1% | $4,559+92.1% | $6,407+36.7% |
| Admin fee / account holder | $2,758 | $9,725-71.6% | $8,342-66.9% | $12,270-77.5% |