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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 | $398,547 | $199,109+100.2% | $173,730+129.4% | $154,746+157.5% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 16.39% | 20.02%-3.6pp | 19.96%-3.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,323 | $5,311-37.4% | $4,577-27.4% | $4,379-24.1% |
| Participant deferral / active EE | $12,444 | $7,113+75.0% | $6,326+96.7% | $6,730+84.9% |
| Admin fee / account holder | $3,355 | $20,916-84.0% | $17,523-80.9% | $14,365-76.6% |