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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 | $299,359 | $100,003+199.3% | $146,685+104.1% | $85,856+248.7% |
| Participation rate | 56.8% | 73.1%-16.3pp | 80.1%-23.3pp | 69.3%-12.6pp |
| Annual return | 17.21% | 18.93%-1.7pp | 22.75%-5.5pp | 318.58%-301.4pp |
| Employer contribution / active EE | $1,064 | $2,559-58.4% | $4,137-74.3% | $2,565-58.5% |
| Participant deferral / active EE | $3,057 | $4,006-23.7% | $5,507-44.5% | $3,952-22.7% |
| Admin fee / account holder | $8,483 | $7,704+10.1% | $10,281-17.5% | $6,261+35.5% |