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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 | $115,225+152.9% | $100,712+189.3% | $138,895+109.8% |
| Participation rate | 36.4% | 74.3%-38.0pp | 69.3%-32.9pp | 79.9%-43.6pp |
| Annual return | 14.43% | 40.35%-25.9pp | 33.27%-18.8pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,355 | $2,771-51.1% | $2,313-41.4% | $4,194-67.7% |
| Participant deferral / active EE | $3,785 | $4,699-19.4% | $4,085-7.3% | $6,396-40.8% |
| Admin fee / account holder | $9,745 | $10,844-10.1% | $9,256+5.3% | $12,562-22.4% |