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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 | $327,310 | $102,245+220.1% | $89,340+266.4% | $137,256+138.5% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 18.40% | 21.89%-3.5pp | 20.57%-2.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,164 | $2,529-54.0% | $2,231-47.8% | $4,156-72.0% |
| Participant deferral / active EE | $2,259 | $4,436-49.1% | $3,823-40.9% | $6,407-64.7% |
| Admin fee / account holder | $7,825 | $8,085-3.2% | $6,704+16.7% | $12,270-36.2% |