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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 | $384,498 | $111,814+243.9% | $103,378+271.9% | $145,978+163.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.67% | 24.80%-13.1pp | 24.91%-13.2pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,240 | $4,215-70.6% | $3,870-68.0% | $4,662-73.4% |
| Participant deferral / active EE | $6,100 | $5,618+8.6% | $5,058+20.6% | $6,690-8.8% |
| Admin fee / account holder | $13,154 | $9,764+34.7% | $8,401+56.6% | $13,400-1.8% |