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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 | $185,141+60.0% | $153,416+93.1% | $155,188+90.9% |
| Participation rate | 28.6% | 79.9%-51.3pp | 74.3%-45.8pp | 80.8%-52.2pp |
| Annual return | 15.30% | 18.72%-3.4pp | 17.84%-2.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,308 | $4,489-48.6% | $3,764-38.7% | $4,248-45.7% |
| Participant deferral / active EE | $8,842 | $5,477+61.4% | $4,723+87.2% | $6,531+35.4% |
| Admin fee / account holder | $1,597 | $16,005-90.0% | $13,095-87.8% | $14,480-89.0% |