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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 | $340,924 | $199,109+71.2% | $173,730+96.2% | $154,746+120.3% |
| Participation rate | 65.0% | 82.8%-17.8pp | 79.6%-14.6pp | 80.7%-15.7pp |
| Annual return | 17.85% | 20.02%-2.2pp | 19.96%-2.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,204 | $5,311-58.5% | $4,577-51.8% | $4,379-49.7% |
| Participant deferral / active EE | $4,492 | $7,113-36.8% | $6,326-29.0% | $6,730-33.3% |
| Admin fee / account holder | $28,016 | $20,916+33.9% | $17,523+59.9% | $14,365+95.0% |