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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 | $440,930 | $110,410+299.4% | $102,437+330.4% | $145,897+202.2% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 9.94% | 24.85%-14.9pp | 24.95%-15.0pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,906 | $4,217-31.1% | $3,871-24.9% | $4,663-37.7% |
| Participant deferral / active EE | $8,186 | $5,622+45.6% | $5,060+61.8% | $6,689+22.4% |
| Admin fee / account holder | $15,541 | $9,745+59.5% | $8,388+85.3% | $13,390+16.1% |