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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 | $318,813 | $106,588+199.1% | $94,215+238.4% | $155,188+105.4% |
| Participation rate | 57.1% | 74.3%-17.1pp | 70.0%-12.8pp | 80.8%-23.7pp |
| Annual return | 23.29% | 29.39%-6.1pp | 28.22%-4.9pp | 148.84%-125.5pp |
| Employer contribution / active EE | $1,158 | $3,080-62.4% | $2,675-56.7% | $4,248-72.7% |
| Participant deferral / active EE | $3,768 | $4,802-21.5% | $4,276-11.9% | $6,531-42.3% |
| Admin fee / account holder | $935 | $12,281-92.4% | $10,216-90.9% | $14,480-93.5% |