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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 | $335,327 | $135,956+146.6% | $123,894+170.7% | $273,972+22.4% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 6.40% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,919 | $5,170-43.5% | $4,617-36.8% | $4,869-40.1% |
| Participant deferral / active EE | $9,017 | $6,343+42.2% | $5,984+50.7% | $5,287+70.5% |
| Admin fee / account holder | $3,574 | $9,817-63.6% | $8,357-57.2% | $10,133-64.7% |