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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 | $303,877 | $126,661+139.9% | $113,397+168.0% | $138,895+118.8% |
| Participation rate | 41.2% | 79.4%-38.3pp | 76.5%-35.3pp | 79.9%-38.7pp |
| Annual return | 16.19% | 25.05%-8.9pp | 23.20%-7.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $6,882 | $3,456+99.1% | $2,977+131.1% | $4,194+64.1% |
| Participant deferral / active EE | $4,836 | $5,693-15.1% | $5,076-4.7% | $6,396-24.4% |
| Admin fee / account holder | $1,829 | $14,549-87.4% | $11,957-84.7% | $12,562-85.4% |