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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 | $287,055 | $103,392+177.6% | $87,104+229.6% | $152,897+87.7% |
| Participation rate | 68.4% | 79.4%-10.9pp | 76.9%-8.5pp | 82.5%-14.0pp |
| Annual return | 24.84% | 28.10%-3.3pp | 28.19%-3.3pp | 345.43%-320.6pp |
| Employer contribution / active EE | $844 | $3,221-73.8% | $2,521-66.5% | $4,764-82.3% |
| Participant deferral / active EE | $5,364 | $4,778+12.3% | $4,048+32.5% | $5,851-8.3% |
| Admin fee / account holder | $3,870 | $12,194-68.3% | $7,491-48.3% | $11,599-66.6% |