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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 | $331,439 | $112,729+194.0% | $98,716+235.8% | $137,256+141.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 21.48% | 38.48%-17.0pp | 31.81%-10.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,184 | $2,725-56.6% | $2,279-48.1% | $4,156-71.5% |
| Participant deferral / active EE | $3,250 | $4,640-30.0% | $4,048-19.7% | $6,407-49.3% |
| Admin fee / account holder | $13,653 | $10,129+34.8% | $8,703+56.9% | $12,270+11.3% |