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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 | $321,446 | $111,535+188.2% | $105,223+205.5% | $137,256+134.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 12.31% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,326 | $3,939-40.9% | $3,689-36.9% | $4,156-44.0% |
| Participant deferral / active EE | $7,517 | $5,500+36.7% | $5,072+48.2% | $6,407+17.3% |
| Admin fee / account holder | $12,415 | $9,721+27.7% | $8,859+40.1% | $12,270+1.2% |