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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 | $276,547 | $126,661+118.3% | $113,397+143.9% | $138,895+99.1% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.5%-31.0pp | 79.9%-34.5pp |
| Annual return | 14.58% | 25.05%-10.5pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,529 | $3,456-26.8% | $2,977-15.0% | $4,194-39.7% |
| Participant deferral / active EE | $10,219 | $5,693+79.5% | $5,076+101.3% | $6,396+59.8% |
| Admin fee / account holder | $5,157 | $14,549-64.6% | $11,957-56.9% | $12,562-58.9% |