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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 | $350,660 | $199,109+76.1% | $173,730+101.8% | $154,746+126.6% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 12.01% | 20.02%-8.0pp | 19.96%-7.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,428 | $5,311-54.3% | $4,577-47.0% | $4,379-44.6% |
| Participant deferral / active EE | $2,988 | $7,113-58.0% | $6,326-52.8% | $6,730-55.6% |
| Admin fee / account holder | $1,991 | $20,916-90.5% | $17,523-88.6% | $14,365-86.1% |