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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 | $295,833 | $161,352+83.3% | $134,172+120.5% | $137,256+115.5% |
| Participation rate | 53.3% | 78.3%-25.0pp | 72.5%-19.1pp | 80.0%-26.6pp |
| Annual return | 14.85% | 28.72%-13.9pp | 25.30%-10.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,247 | $4,099-45.2% | $3,420-34.3% | $4,156-45.9% |
| Participant deferral / active EE | $5,267 | $5,552-5.1% | $4,690+12.3% | $6,407-17.8% |
| Admin fee / account holder | $1,842 | $15,028-87.7% | $12,016-84.7% | $12,270-85.0% |