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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 | $306,623 | $114,013+168.9% | $103,693+195.7% | $155,188+97.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 14.24% | 49.31%-35.1pp | 47.61%-33.4pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,708 | $3,131-45.4% | $2,920-41.5% | $4,248-59.8% |
| Participant deferral / active EE | $7,590 | $4,970+52.7% | $4,579+65.7% | $6,531+16.2% |
| Admin fee / account holder | $1,205 | $8,407-85.7% | $7,858-84.7% | $14,480-91.7% |