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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 | $351,088 | $185,312+89.5% | $161,489+117.4% | $154,746+126.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 11.30% | 103.84%-92.5pp | 89.72%-78.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,453 | $4,769-69.5% | $4,268-66.0% | $4,379-66.8% |
| Participant deferral / active EE | $9,163 | $6,350+44.3% | $5,630+62.8% | $6,730+36.1% |
| Admin fee / account holder | $3,905 | $18,654-79.1% | $16,006-75.6% | $14,365-72.8% |