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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 | $320,277 | $117,904+171.6% | $102,457+212.6% | $145,978+119.4% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 21.53% | 31.80%-10.3pp | 29.41%-7.9pp | 550.52%-529.0pp |
| Employer contribution / active EE | $2,204 | $3,613-39.0% | $3,022-27.1% | $4,662-52.7% |
| Participant deferral / active EE | $5,067 | $5,733-11.6% | $5,054+0.3% | $6,690-24.3% |
| Admin fee / account holder | $2,771 | $13,329-79.2% | $9,451-70.7% | $13,400-79.3% |