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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 | $136,860+146.5% | $120,344+180.3% | $154,746+118.0% |
| Participation rate | 64.7% | 79.9%-15.2pp | 76.7%-12.0pp | 80.7%-16.0pp |
| Annual return | 14.61% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,008 | $3,533-14.9% | $3,020-0.4% | $4,379-31.3% |
| Participant deferral / active EE | $3,824 | $5,793-34.0% | $5,135-25.5% | $6,730-43.2% |
| Admin fee / account holder | $1,491 | $15,393-90.3% | $12,742-88.3% | $14,365-89.6% |