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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 | $333,768 | $112,729+196.1% | $98,716+238.1% | $137,256+143.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 11.99% | 38.48%-26.5pp | 31.81%-19.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,043 | $2,725-25.1% | $2,279-10.4% | $4,156-50.9% |
| Participant deferral / active EE | $9,559 | $4,640+106.0% | $4,048+136.2% | $6,407+49.2% |
| Admin fee / account holder | $457 | $10,129-95.5% | $8,703-94.8% | $12,270-96.3% |