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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 | $269,902 | $156,616+72.3% | $133,346+102.4% | $198,609+35.9% |
| Participation rate | 45.5% | 77.7%-32.3pp | 72.8%-27.4pp | 82.4%-36.9pp |
| Annual return | 20.53% | 44.25%-23.7pp | 36.85%-16.3pp | 202.70%-182.2pp |
| Employer contribution / active EE | $1,351 | $3,368-59.9% | $2,853-52.6% | $5,055-73.3% |
| Participant deferral / active EE | $6,724 | $4,920+36.7% | $4,332+55.2% | $6,977-3.6% |
| Admin fee / account holder | $1,778 | $17,468-89.8% | $14,264-87.5% | $19,030-90.7% |