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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 | $276,697 | $138,312+100.1% | $122,979+125.0% | $155,188+78.3% |
| Participation rate | 54.5% | 80.2%-25.6pp | 77.2%-22.6pp | 80.8%-26.3pp |
| Annual return | 19.61% | 22.06%-2.5pp | 20.12%-0.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $1,324 | $3,530-62.5% | $3,062-56.8% | $4,248-68.8% |
| Participant deferral / active EE | $2,855 | $5,592-49.0% | $5,003-42.9% | $6,531-56.3% |
| Admin fee / account holder | $351 | $15,089-97.7% | $12,864-97.3% | $14,480-97.6% |