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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 | $359,352 | $112,729+218.8% | $98,716+264.0% | $137,256+161.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 15.58% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,962 | $2,725-28.0% | $2,279-13.9% | $4,156-52.8% |
| Participant deferral / active EE | $2,696 | $4,640-41.9% | $4,048-33.4% | $6,407-57.9% |
| Admin fee / account holder | $7,988 | $10,129-21.1% | $8,703-8.2% | $12,270-34.9% |