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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 | $322,672 | $94,031+243.2% | $115,768+178.7% | $82,448+291.4% |
| Participation rate | 35.1% | 70.4%-35.3pp | 74.4%-39.3pp | 68.1%-32.9pp |
| Annual return | 12.58% | 20.61%-8.0pp | 100.46%-87.9pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,088 | $2,323-53.2% | $2,940-63.0% | $2,551-57.4% |
| Participant deferral / active EE | $5,153 | $3,972+29.7% | $4,917+4.8% | $4,139+24.5% |
| Admin fee / account holder | $4,422 | $10,249-56.9% | $12,439-64.5% | $7,234-38.9% |