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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 | $296,284 | $161,352+83.6% | $134,172+120.8% | $137,256+115.9% |
| Participation rate | 28.6% | 78.3%-49.7pp | 72.5%-43.9pp | 80.0%-51.4pp |
| Annual return | 15.30% | 28.72%-13.4pp | 25.30%-10.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,308 | $4,099-43.7% | $3,420-32.5% | $4,156-44.5% |
| Participant deferral / active EE | $8,842 | $5,552+59.2% | $4,690+88.5% | $6,407+38.0% |
| Admin fee / account holder | $1,597 | $15,028-89.4% | $12,016-86.7% | $12,270-87.0% |