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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 | $126,661+166.3% | $113,397+197.5% | $138,895+142.8% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.5%-11.8pp | 79.9%-15.2pp |
| Annual return | 14.61% | 25.05%-10.4pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,008 | $3,456-13.0% | $2,977+1.0% | $4,194-28.3% |
| Participant deferral / active EE | $3,824 | $5,693-32.8% | $5,076-24.7% | $6,396-40.2% |
| Admin fee / account holder | $1,491 | $14,549-89.8% | $11,957-87.5% | $12,562-88.1% |