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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 | $290,025 | $112,729+157.3% | $98,716+193.8% | $137,256+111.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 12.88% | 38.48%-25.6pp | 31.81%-18.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,421 | $2,725-47.8% | $2,279-37.6% | $4,156-65.8% |
| Participant deferral / active EE | $7,743 | $4,640+66.9% | $4,048+91.3% | $6,407+20.9% |
| Admin fee / account holder | $1,630 | $10,129-83.9% | $8,703-81.3% | $12,270-86.7% |