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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 | $337,303 | $167,415+101.5% | $140,514+140.1% | $198,609+69.8% |
| Participation rate | 64.7% | 80.9%-16.2pp | 77.8%-13.1pp | 82.4%-17.7pp |
| Annual return | 14.61% | 13.85%+0.8pp | 14.36%+0.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $3,008 | $4,088-26.4% | $3,378-11.0% | $5,055-40.5% |
| Participant deferral / active EE | $3,824 | $5,579-31.5% | $4,919-22.3% | $6,977-45.2% |
| Admin fee / account holder | $1,491 | $16,730-91.1% | $13,697-89.1% | $19,030-92.2% |