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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 | $294,908 | $122,962+139.8% | $71,585+312.0% | $138,895+112.3% |
| Participation rate | 53.3% | 68.9%-15.5pp | 68.2%-14.8pp | 79.9%-26.6pp |
| Annual return | 12.16% | 37.84%-25.7pp | 59.26%-47.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $946 | $2,620-63.9% | $1,669-43.3% | $4,194-77.4% |
| Participant deferral / active EE | $3,527 | $4,311-18.2% | $2,923+20.7% | $6,396-44.9% |
| Admin fee / account holder | $1,390 | $6,488-78.6% | $4,712-70.5% | $12,562-88.9% |