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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 | $115,225+165.0% | $100,712+203.2% | $138,895+119.8% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 15.96% | 40.35%-24.4pp | 33.27%-17.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,124 | $2,771-59.5% | $2,313-51.4% | $4,194-73.2% |
| Participant deferral / active EE | $3,294 | $4,699-29.9% | $4,085-19.4% | $6,396-48.5% |
| Admin fee / account holder | $1,382 | $10,844-87.3% | $9,256-85.1% | $12,562-89.0% |