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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 | $379,292 | $110,337+243.8% | $102,383+270.5% | $145,877+160.0% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 14.10% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $9,360 | $4,216+122.0% | $3,870+141.8% | $4,663+100.7% |
| Participant deferral / active EE | $5,301 | $5,621-5.7% | $5,060+4.8% | $6,691-20.8% |
| Admin fee / account holder | $8,727 | $9,750-10.5% | $8,391+4.0% | $13,402-34.9% |