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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 | $282,677 | $110,410+156.0% | $102,437+176.0% | $145,897+93.8% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 18.67% | 24.85%-6.2pp | 24.95%-6.3pp | 552.29%-533.6pp |
| Employer contribution / active EE | $1,996 | $4,217-52.7% | $3,871-48.4% | $4,663-57.2% |
| Participant deferral / active EE | $9,329 | $5,622+66.0% | $5,060+84.4% | $6,689+39.5% |
| Admin fee / account holder | $5,124 | $9,745-47.4% | $8,388-38.9% | $13,390-61.7% |