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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 | $349,586 | $117,895+196.5% | $102,460+241.2% | $145,897+139.6% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 17.44% | 31.92%-14.5pp | 29.47%-12.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $2,283 | $3,619-36.9% | $3,025-24.5% | $4,663-51.0% |
| Participant deferral / active EE | $7,029 | $5,736+22.5% | $5,056+39.0% | $6,689+5.1% |
| Admin fee / account holder | $29,943 | $13,353+124.2% | $9,460+216.5% | $13,390+123.6% |