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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 | $434,307 | $254,759+70.5% | $216,567+100.5% | $198,609+118.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 23.02% | 10.04%+13.0pp | 12.94%+10.1pp | 202.70%-179.7pp |
| Employer contribution / active EE | $2,304 | $6,096-62.2% | $5,216-55.8% | $5,055-54.4% |
| Participant deferral / active EE | $8,905 | $6,948+28.2% | $6,191+43.8% | $6,977+27.6% |
| Admin fee / account holder | $3,530 | $26,311-86.6% | $21,981-83.9% | $19,030-81.5% |