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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 | $308,483 | $100,970+205.5% | $96,576+219.4% | $137,256+124.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 15.89% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $507 | $3,809-86.7% | $3,553-85.7% | $4,156-87.8% |
| Participant deferral / active EE | $6,697 | $8,286-19.2% | $7,956-15.8% | $6,407+4.5% |
| Admin fee / account holder | $3,378 | $11,312-70.1% | $11,381-70.3% | $12,270-72.5% |