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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 | $347,896 | $135,956+155.9% | $123,894+180.8% | $273,972+27.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 15.73% | 56.63%-40.9pp | 47.52%-31.8pp | 41.46%-25.7pp |
| Employer contribution / active EE | $25,840 | $5,170+399.8% | $4,617+459.7% | $4,869+430.7% |
| Participant deferral / active EE | $14,216 | $6,343+124.1% | $5,984+137.6% | $5,287+168.9% |
| Admin fee / account holder | $2,761 | $9,817-71.9% | $8,357-67.0% | $10,133-72.8% |