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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 | $252,883 | $96,524+162.0% | $75,900+233.2% | $152,909+65.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.7pp | 82.5%-18.8pp |
| Annual return | 22.04% | 33.93%-11.9pp | 30.73%-8.7pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,309 | $3,311-60.5% | $2,501-47.7% | $4,764-72.5% |
| Participant deferral / active EE | $5,494 | $4,554+20.6% | $3,604+52.5% | $5,851-6.1% |
| Admin fee / account holder | $5,085 | $8,082-37.1% | $5,421-6.2% | $11,601-56.2% |