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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 | $320,315 | $88,672+261.2% | $105,223+204.4% | $82,448+288.5% |
| Participation rate | 25.0% | 67.9%-42.9pp | 75.0%-50.0pp | 68.1%-43.1pp |
| Annual return | 14.78% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $842 | $3,048-72.4% | $3,689-77.2% | $2,551-67.0% |
| Participant deferral / active EE | $4,384 | $4,036+8.6% | $5,072-13.6% | $4,139+5.9% |
| Admin fee / account holder | $7,806 | $7,146+9.2% | $8,859-11.9% | $7,234+7.9% |