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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 | $302,922 | $115,225+162.9% | $100,712+200.8% | $138,895+118.1% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 16.93% | 40.35%-23.4pp | 33.27%-16.3pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,095 | $2,771-60.5% | $2,313-52.6% | $4,194-73.9% |
| Participant deferral / active EE | $2,933 | $4,699-37.6% | $4,085-28.2% | $6,396-54.1% |
| Admin fee / account holder | $4,734 | $10,844-56.3% | $9,256-48.9% | $12,562-62.3% |