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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 | $325,748 | $115,225+182.7% | $100,712+223.4% | $138,895+134.5% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 13.09% | 40.35%-27.3pp | 33.27%-20.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,815 | $2,771-34.5% | $2,313-21.5% | $4,194-56.7% |
| Participant deferral / active EE | $10,900 | $4,699+132.0% | $4,085+166.8% | $6,396+70.4% |
| Admin fee / account holder | $6,008 | $10,844-44.6% | $9,256-35.1% | $12,562-52.2% |