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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 | $279,569 | $106,923+161.5% | $84,023+232.7% | $152,909+82.8% |
| Participation rate | 35.0% | 75.3%-40.3pp | 69.0%-34.0pp | 82.5%-47.5pp |
| Annual return | 11.26% | 105.02%-93.8pp | 71.32%-60.1pp | 345.46%-334.2pp |
| Employer contribution / active EE | $1,151 | $2,735-57.9% | $1,984-42.0% | $4,764-75.8% |
| Participant deferral / active EE | $5,270 | $4,013+31.3% | $3,239+62.7% | $5,851-9.9% |
| Admin fee / account holder | $2,735 | $8,289-67.0% | $6,102-55.2% | $11,601-76.4% |