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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 | $323,626 | $136,860+136.5% | $120,344+168.9% | $154,746+109.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 21.54% | 21.38%+0.2pp | 20.30%+1.2pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,071 | $3,533-69.7% | $3,020-64.6% | $4,379-75.6% |
| Participant deferral / active EE | $8,734 | $5,793+50.8% | $5,135+70.1% | $6,730+29.8% |
| Admin fee / account holder | $638 | $15,393-95.9% | $12,742-95.0% | $14,365-95.6% |