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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 | $337,786 | $227,399+48.5% | $189,758+78.0% | $198,609+70.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 17.56% | 61.03%-43.5pp | 52.62%-35.1pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,985 | $5,526-64.1% | $4,767-58.4% | $5,055-60.7% |
| Participant deferral / active EE | $5,774 | $6,837-15.5% | $5,856-1.4% | $6,977-17.2% |
| Admin fee / account holder | $2,527 | $25,162-90.0% | $20,388-87.6% | $19,030-86.7% |