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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 | $391,307 | $112,729+247.1% | $98,716+296.4% | $137,256+185.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 10.60% | 38.48%-27.9pp | 31.81%-21.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,009 | $2,725-26.3% | $2,279-11.8% | $4,156-51.7% |
| Participant deferral / active EE | $3,112 | $4,640-32.9% | $4,048-23.1% | $6,407-51.4% |
| Admin fee / account holder | $2,614 | $10,129-74.2% | $8,703-70.0% | $12,270-78.7% |