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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 | $327,192 | $118,496+176.1% | $98,461+232.3% | $139,466+134.6% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 19.27% | 18.96%+0.3pp | 21.17%-1.9pp | 373.66%-354.4pp |
| Employer contribution / active EE | $2,400 | $3,611-33.5% | $3,049-21.3% | $4,754-49.5% |
| Participant deferral / active EE | $7,868 | $5,393+45.9% | $4,738+66.1% | $6,712+17.2% |
| Admin fee / account holder | $50,028 | $14,056+255.9% | $8,961+458.3% | $11,409+338.5% |