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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 | $372,473 | $103,164+261.0% | $90,259+312.7% | $154,746+140.7% |
| Participation rate | 33.3% | 76.1%-42.8pp | 70.7%-37.4pp | 80.7%-47.4pp |
| Annual return | 16.36% | 19.25%-2.9pp | 18.88%-2.5pp | 172.34%-156.0pp |
| Employer contribution / active EE | $891 | $2,532-64.8% | $2,291-61.1% | $4,379-79.7% |
| Participant deferral / active EE | $6,521 | $4,422+47.5% | $3,827+70.4% | $6,730-3.1% |
| Admin fee / account holder | $12,473 | $8,593+45.1% | $7,267+71.6% | $14,365-13.2% |