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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 | $370,556 | $184,014+101.4% | $161,149+129.9% | $138,895+166.8% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.8%-33.4pp | 79.9%-34.5pp |
| Annual return | 15.44% | 21.52%-6.1pp | 21.16%-5.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,223 | $5,055-36.2% | $4,360-26.1% | $4,194-23.2% |
| Participant deferral / active EE | $4,806 | $6,909-30.4% | $6,153-21.9% | $6,396-24.9% |
| Admin fee / account holder | $2,850 | $18,027-84.2% | $15,194-81.2% | $12,562-77.3% |