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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 | $291,945 | $114,013+156.1% | $103,693+181.5% | $155,188+88.1% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.1pp | 80.8%-25.2pp |
| Annual return | 18.44% | 49.31%-30.9pp | 47.61%-29.2pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,198 | $3,131-29.8% | $2,920-24.7% | $4,248-48.3% |
| Participant deferral / active EE | $8,811 | $4,970+77.3% | $4,579+92.4% | $6,531+34.9% |
| Admin fee / account holder | $9,864 | $8,407+17.3% | $7,858+25.5% | $14,480-31.9% |