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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 | $360,101 | $114,013+215.8% | $103,693+247.3% | $155,188+132.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 8.51% | 49.31%-40.8pp | 47.61%-39.1pp | 148.84%-140.3pp |
| Employer contribution / active EE | $1,870 | $3,131-40.3% | $2,920-36.0% | $4,248-56.0% |
| Participant deferral / active EE | $5,633 | $4,970+13.4% | $4,579+23.0% | $6,531-13.7% |
| Admin fee / account holder | $1,103 | $8,407-86.9% | $7,858-86.0% | $14,480-92.4% |