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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 | $388,338 | $111,535+248.2% | $105,223+269.1% | $137,256+182.9% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 14.32% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,819 | $3,939-53.8% | $3,689-50.7% | $4,156-56.2% |
| Participant deferral / active EE | $7,089 | $5,500+28.9% | $5,072+39.8% | $6,407+10.7% |
| Admin fee / account holder | $2,621 | $9,721-73.0% | $8,859-70.4% | $12,270-78.6% |