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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 | $279,771 | $211,288+32.4% | $178,540+56.7% | $145,884+91.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 9.99% | 30.27%-20.3pp | 27.15%-17.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $1,040 | $4,574-77.3% | $3,953-73.7% | $4,662-77.7% |
| Participant deferral / active EE | $2,105 | $6,967-69.8% | $6,281-66.5% | $6,690-68.5% |
| Admin fee / account holder | $1,669 | $12,105-86.2% | $10,424-84.0% | $13,392-87.5% |