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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 | $312,935 | $110,248+183.8% | $95,728+226.9% | $139,456+124.4% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 21.37% | 27.16%-5.8pp | 28.40%-7.0pp | 373.45%-352.1pp |
| Employer contribution / active EE | $3,295 | $3,258+1.1% | $2,835+16.2% | $4,753-30.7% |
| Participant deferral / active EE | $5,107 | $4,675+9.2% | $4,245+20.3% | $6,711-23.9% |
| Admin fee / account holder | $664 | $6,607-90.0% | $5,673-88.3% | $11,407-94.2% |