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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 | $310,114 | $106,247+191.9% | $96,515+221.3% | $139,466+122.4% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 11.11% | 38.47%-27.4pp | 35.73%-24.6pp | 373.66%-362.6pp |
| Employer contribution / active EE | $2,925 | $4,106-28.8% | $3,740-21.8% | $4,754-38.5% |
| Participant deferral / active EE | $4,045 | $5,456-25.8% | $4,880-17.1% | $6,712-39.7% |
| Admin fee / account holder | $13,712 | $7,885+73.9% | $6,735+103.6% | $11,409+20.2% |