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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 | $309,113 | $124,980+147.3% | $108,359+185.3% | $154,746+99.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 15.67% | 45.00%-29.3pp | 36.89%-21.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,514 | $2,851-46.9% | $2,399-36.9% | $4,379-65.4% |
| Participant deferral / active EE | $4,933 | $4,743+4.0% | $4,137+19.3% | $6,730-26.7% |
| Admin fee / account holder | $6,919 | $11,502-39.8% | $9,741-29.0% | $14,365-51.8% |