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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 | $264,516 | $136,860+93.3% | $120,344+119.8% | $154,746+70.9% |
| Participation rate | 63.2% | 79.9%-16.7pp | 76.7%-13.6pp | 80.7%-17.5pp |
| Annual return | 11.31% | 21.38%-10.1pp | 20.30%-9.0pp | 172.34%-161.0pp |
| Employer contribution / active EE | $3,274 | $3,533-7.3% | $3,020+8.4% | $4,379-25.2% |
| Participant deferral / active EE | $7,710 | $5,793+33.1% | $5,135+50.1% | $6,730+14.5% |
| Admin fee / account holder | $5,930 | $15,393-61.5% | $12,742-53.5% | $14,365-58.7% |