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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 | $279,807 | $239,571+16.8% | $183,328+52.6% | $137,256+103.9% |
| Participation rate | 33.3% | 82.4%-49.1pp | 77.3%-44.0pp | 80.0%-46.6pp |
| Annual return | 11.75% | 35.69%-23.9pp | 29.67%-17.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,687 | $6,148-56.3% | $5,055-46.9% | $4,156-35.4% |
| Participant deferral / active EE | $3,856 | $7,995-51.8% | $6,795-43.3% | $6,407-39.8% |
| Admin fee / account holder | $312 | $30,059-99.0% | $21,427-98.5% | $12,270-97.5% |