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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 | $372,884 | $107,666+246.3% | $102,184+264.9% | $154,746+141.0% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 18.23% | 29.33%-11.1pp | 31.58%-13.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,393 | $3,846-37.8% | $3,594-33.4% | $4,379-45.3% |
| Participant deferral / active EE | $11,708 | $8,719+34.3% | $8,309+40.9% | $6,730+74.0% |
| Admin fee / account holder | $5,905 | $12,943-54.4% | $11,609-49.1% | $14,365-58.9% |