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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 | $138,312+143.9% | $122,979+174.3% | $155,188+117.4% |
| Participation rate | 64.7% | 80.2%-15.5pp | 77.2%-12.5pp | 80.8%-16.1pp |
| Annual return | 14.61% | 22.06%-7.5pp | 20.12%-5.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,008 | $3,530-14.8% | $3,062-1.8% | $4,248-29.2% |
| Participant deferral / active EE | $3,824 | $5,592-31.6% | $5,003-23.6% | $6,531-41.4% |
| Admin fee / account holder | $1,491 | $15,089-90.1% | $12,864-88.4% | $14,480-89.7% |