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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 | $295,703 | $124,425+137.7% | $112,040+163.9% | $137,256+115.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 15.18% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,405 | $3,411-58.8% | $2,954-52.4% | $4,156-66.2% |
| Participant deferral / active EE | $4,700 | $5,718-17.8% | $5,098-7.8% | $6,407-26.6% |
| Admin fee / account holder | $2,560 | $15,207-83.2% | $12,098-78.8% | $12,270-79.1% |