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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 | $336,595 | $167,415+101.1% | $140,514+139.5% | $198,609+69.5% |
| Participation rate | 52.9% | 80.9%-27.9pp | 77.8%-24.9pp | 82.4%-29.4pp |
| Annual return | 17.48% | 13.85%+3.6pp | 14.36%+3.1pp | 202.70%-185.2pp |
| Employer contribution / active EE | $1,836 | $4,088-55.1% | $3,378-45.7% | $5,055-63.7% |
| Participant deferral / active EE | $3,381 | $5,579-39.4% | $4,919-31.3% | $6,977-51.5% |
| Admin fee / account holder | $10,441 | $16,730-37.6% | $13,697-23.8% | $19,030-45.1% |