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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 | $320,233 | $94,439+239.1% | $73,658+334.8% | $154,746+106.9% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 15.22% | 28.25%-13.0pp | 29.72%-14.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,333 | $1,257+6.1% | $1,032+29.2% | $4,379-69.6% |
| Participant deferral / active EE | $10,167 | $2,527+302.3% | $2,062+393.1% | $6,730+51.1% |
| Admin fee / account holder | $846 | $3,843-78.0% | $3,357-74.8% | $14,365-94.1% |