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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 | $389,692 | $126,661+207.7% | $113,397+243.7% | $138,895+180.6% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.5%-47.9pp | 79.9%-51.3pp |
| Annual return | 14.32% | 25.05%-10.7pp | 23.20%-8.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $3,273 | $3,456-5.3% | $2,977+9.9% | $4,194-22.0% |
| Participant deferral / active EE | $4,512 | $5,693-20.7% | $5,076-11.1% | $6,396-29.5% |
| Admin fee / account holder | $3,985 | $14,549-72.6% | $11,957-66.7% | $12,562-68.3% |