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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 | $307,130 | $127,296+141.3% | $109,907+179.4% | $167,536+83.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 19.53% | 22.97%-3.4pp | 29.46%-9.9pp | 478.82%-459.3pp |
| Employer contribution / active EE | $2,214 | $3,325-33.4% | $2,844-22.1% | $4,839-54.2% |
| Participant deferral / active EE | $2,529 | $4,513-44.0% | $4,047-37.5% | $6,342-60.1% |
| Admin fee / account holder | $1,969 | $7,119-72.3% | $6,069-67.6% | $12,315-84.0% |