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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 | $355,791 | $124,330+186.2% | $109,173+225.9% | $167,536+112.4% |
| Participation rate | 63.6% | 79.5%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 11.31% | 26.04%-14.7pp | 25.75%-14.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $2,116 | $4,209-49.7% | $3,723-43.2% | $4,839-56.3% |
| Participant deferral / active EE | $4,073 | $5,256-22.5% | $4,654-12.5% | $6,342-35.8% |
| Admin fee / account holder | $2,369 | $7,974-70.3% | $6,755-64.9% | $12,315-80.8% |