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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 | $301,552 | $111,535+170.4% | $105,223+186.6% | $137,256+119.7% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.0%-18.5pp | 80.0%-23.4pp |
| Annual return | 17.84% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,456 | $3,939-63.0% | $3,689-60.5% | $4,156-65.0% |
| Participant deferral / active EE | $8,091 | $5,500+47.1% | $5,072+59.5% | $6,407+26.3% |
| Admin fee / account holder | $2,771 | $9,721-71.5% | $8,859-68.7% | $12,270-77.4% |