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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 | $346,229 | $138,386+150.2% | $184,260+87.9% | $80,935+327.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 86.8%-36.8pp | 67.7%-17.7pp |
| Annual return | 19.82% | 20.02%-0.2pp | 28.84%-9.0pp | 35.66%-15.8pp |
| Employer contribution / active EE | $4,381 | $4,851-9.7% | $6,427-31.8% | $2,757+58.9% |
| Participant deferral / active EE | $10,880 | $7,076+53.8% | $9,133+19.1% | $4,299+153.0% |
| Admin fee / account holder | $430,596 | $10,489+4005.3% | $13,898+2998.3% | $6,924+6118.6% |