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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 | $346,863 | $110,410+214.2% | $102,437+238.6% | $145,897+137.7% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 9.40% | 24.85%-15.5pp | 24.95%-15.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,829 | $4,217-32.9% | $3,871-26.9% | $4,663-39.3% |
| Participant deferral / active EE | $5,898 | $5,622+4.9% | $5,060+16.6% | $6,689-11.8% |
| Admin fee / account holder | $1,020 | $9,745-89.5% | $8,388-87.8% | $13,390-92.4% |