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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 | $326,511 | $162,821+100.5% | $133,978+143.7% | $158,982+105.4% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 8.73% | 41.95%-33.2pp | 45.10%-36.4pp | 302.99%-294.3pp |
| Employer contribution / active EE | $3,496 | $4,976-29.7% | $3,919-10.8% | $4,763-26.6% |
| Participant deferral / active EE | $6,708 | $5,910+13.5% | $5,047+32.9% | $5,983+12.1% |
| Admin fee / account holder | $1,576 | $11,742-86.6% | $8,930-82.3% | $11,252-86.0% |