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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 | $302,094 | $114,013+165.0% | $103,693+191.3% | $155,188+94.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 17.98% | 49.31%-31.3pp | 47.61%-29.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,647 | $3,131-15.5% | $2,920-9.4% | $4,248-37.7% |
| Participant deferral / active EE | $12,131 | $4,970+144.1% | $4,579+164.9% | $6,531+85.7% |
| Admin fee / account holder | $2,597 | $8,407-69.1% | $7,858-67.0% | $14,480-82.1% |