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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 | $334,924 | $199,109+68.2% | $173,730+92.8% | $154,746+116.4% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 11.79% | 20.02%-8.2pp | 19.96%-8.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,313 | $5,311-75.3% | $4,577-71.3% | $4,379-70.0% |
| Participant deferral / active EE | $12,127 | $7,113+70.5% | $6,326+91.7% | $6,730+80.2% |
| Admin fee / account holder | $19,494 | $20,916-6.8% | $17,523+11.2% | $14,365+35.7% |