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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 | $291,384 | $124,980+133.1% | $108,359+168.9% | $154,746+88.3% |
| Participation rate | 36.4% | 75.2%-38.8pp | 70.1%-33.8pp | 80.7%-44.3pp |
| Annual return | 14.43% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,355 | $2,851-52.5% | $2,399-43.5% | $4,379-69.1% |
| Participant deferral / active EE | $3,785 | $4,743-20.2% | $4,137-8.5% | $6,730-43.8% |
| Admin fee / account holder | $9,745 | $11,502-15.3% | $9,7410% | $14,365-32.2% |