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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 | $292,568 | $124,980+134.1% | $108,359+170.0% | $154,746+89.1% |
| Participation rate | 14.3% | 75.2%-60.9pp | 70.1%-55.8pp | 80.7%-66.4pp |
| Annual return | 20.89% | 45.00%-24.1pp | 36.89%-16.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $964 | $2,851-66.2% | $2,399-59.8% | $4,379-78.0% |
| Participant deferral / active EE | $2,689 | $4,743-43.3% | $4,137-35.0% | $6,730-60.1% |
| Admin fee / account holder | $3,514 | $11,502-69.4% | $9,741-63.9% | $14,365-75.5% |