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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 | $298,006 | $139,948+112.9% | $121,663+144.9% | $154,746+92.6% |
| Participation rate | 25.0% | 78.0%-53.0pp | 74.5%-49.5pp | 80.7%-55.7pp |
| Annual return | 19.08% | 230.52%-211.4pp | 147.54%-128.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $887 | $3,521-74.8% | $3,020-70.6% | $4,379-79.7% |
| Participant deferral / active EE | $3,327 | $5,629-40.9% | $4,887-31.9% | $6,730-50.6% |
| Admin fee / account holder | $12,364 | $17,321-28.6% | $14,289-13.5% | $14,365-13.9% |