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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 | $349,261 | $111,814+212.4% | $103,378+237.8% | $145,978+139.3% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 12.41% | 24.80%-12.4pp | 24.91%-12.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,794 | $4,215-57.4% | $3,870-53.6% | $4,662-61.5% |
| Participant deferral / active EE | $6,200 | $5,618+10.4% | $5,058+22.6% | $6,690-7.3% |
| Admin fee / account holder | $1,963 | $9,764-79.9% | $8,401-76.6% | $13,400-85.3% |