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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 | $301,215 | $127,296+136.6% | $109,907+174.1% | $167,536+79.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 12.75% | 22.97%-10.2pp | 29.46%-16.7pp | 478.82%-466.1pp |
| Employer contribution / active EE | $2,752 | $3,325-17.2% | $2,844-3.2% | $4,839-43.1% |
| Participant deferral / active EE | $6,534 | $4,513+44.8% | $4,047+61.5% | $6,342+3.0% |
| Admin fee / account holder | $888 | $7,119-87.5% | $6,069-85.4% | $12,315-92.8% |