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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 | $303,077 | $138,312+119.1% | $122,979+146.4% | $155,188+95.3% |
| Participation rate | 64.7% | 80.2%-15.5pp | 77.2%-12.5pp | 80.8%-16.1pp |
| Annual return | 14.18% | 22.06%-7.9pp | 20.12%-5.9pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,537 | $3,530-28.1% | $3,062-17.2% | $4,248-40.3% |
| Participant deferral / active EE | $6,813 | $5,592+21.8% | $5,003+36.2% | $6,531+4.3% |
| Admin fee / account holder | $9,280 | $15,089-38.5% | $12,864-27.9% | $14,480-35.9% |