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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 | $297,614 | $107,666+176.4% | $102,184+191.3% | $154,746+92.3% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 16.98% | 29.33%-12.4pp | 31.58%-14.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,809 | $3,846-27.0% | $3,594-21.8% | $4,379-35.9% |
| Participant deferral / active EE | $11,750 | $8,719+34.8% | $8,309+41.4% | $6,730+74.6% |
| Admin fee / account holder | $1,056 | $12,943-91.8% | $11,609-90.9% | $14,365-92.6% |