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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 | $284,113 | $106,247+167.4% | $96,515+194.4% | $139,466+103.7% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 17.83% | 38.47%-20.6pp | 35.73%-17.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,886 | $4,106-54.1% | $3,740-49.6% | $4,754-60.3% |
| Participant deferral / active EE | $7,512 | $5,456+37.7% | $4,880+53.9% | $6,712+11.9% |
| Admin fee / account holder | $2,079 | $7,885-73.6% | $6,735-69.1% | $11,409-81.8% |