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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 | $369,710 | $199,109+85.7% | $173,730+112.8% | $154,746+138.9% |
| Participation rate | 60.9% | 82.8%-21.9pp | 79.6%-18.7pp | 80.7%-19.8pp |
| Annual return | 13.79% | 20.02%-6.2pp | 19.96%-6.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,359 | $5,311-74.4% | $4,577-70.3% | $4,379-69.0% |
| Participant deferral / active EE | $5,640 | $7,113-20.7% | $6,326-10.8% | $6,730-16.2% |
| Admin fee / account holder | $21,110 | $20,916+0.9% | $17,523+20.5% | $14,365+47.0% |