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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 | $344,698 | $184,014+87.3% | $161,149+113.9% | $138,895+148.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 17.97% | 21.52%-3.6pp | 21.16%-3.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,715 | $5,055-66.1% | $4,360-60.7% | $4,194-59.1% |
| Participant deferral / active EE | $7,329 | $6,909+6.1% | $6,153+19.1% | $6,396+14.6% |
| Admin fee / account holder | $36,383 | $18,027+101.8% | $15,194+139.4% | $12,562+189.6% |