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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 | $123,155+191.8% | $108,753+230.4% | $155,188+131.6% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 15.58% | 44.73%-29.2pp | 37.47%-21.9pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,962 | $2,811-30.2% | $2,427-19.1% | $4,248-53.8% |
| Participant deferral / active EE | $2,696 | $4,623-41.7% | $4,115-34.5% | $6,531-58.7% |
| Admin fee / account holder | $7,988 | $12,126-34.1% | $10,320-22.6% | $14,480-44.8% |