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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 | $347,173 | $111,814+210.5% | $103,378+235.8% | $145,978+137.8% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 15.98% | 24.80%-8.8pp | 24.91%-8.9pp | 550.52%-534.5pp |
| Employer contribution / active EE | $2,063 | $4,215-51.1% | $3,870-46.7% | $4,662-55.8% |
| Participant deferral / active EE | $8,900 | $5,618+58.4% | $5,058+76.0% | $6,690+33.0% |
| Admin fee / account holder | $3,001 | $9,764-69.3% | $8,401-64.3% | $13,400-77.6% |