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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 | $339,163 | $155,555+118.0% | $146,866+130.9% | $155,188+118.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 11.11% | 115.41%-104.3pp | 102.85%-91.7pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,555 | $4,647-66.5% | $4,425-64.9% | $4,248-63.4% |
| Participant deferral / active EE | $3,122 | $8,044-61.2% | $7,759-59.8% | $6,531-52.2% |
| Admin fee / account holder | $5,254 | $14,755-64.4% | $13,620-61.4% | $14,480-63.7% |