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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 | $281,616 | $111,301+153.0% | $112,977+149.3% | $158,966+77.2% |
| Participation rate | 40.0% | 83.5%-43.5pp | 82.6%-42.6pp | 82.0%-42.0pp |
| Annual return | 11.40% | 26.40%-15.0pp | 24.24%-12.8pp | 302.95%-291.5pp |
| Employer contribution / active EE | $1,776 | $4,471-60.3% | $4,255-58.3% | $4,762-62.7% |
| Participant deferral / active EE | $6,102 | $5,880+3.8% | $5,836+4.6% | $5,983+2.0% |
| Admin fee / account holder | $1,190 | $8,392-85.8% | $6,294-81.1% | $11,250-89.4% |