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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 | $305,321 | $124,980+144.3% | $108,359+181.8% | $154,746+97.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 15.96% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,124 | $2,851-60.6% | $2,399-53.2% | $4,379-74.3% |
| Participant deferral / active EE | $3,294 | $4,743-30.5% | $4,137-20.4% | $6,730-51.1% |
| Admin fee / account holder | $1,382 | $11,502-88.0% | $9,741-85.8% | $14,365-90.4% |