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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 | $323,533 | $86,938+272.1% | $102,423+215.9% | $80,925+299.8% |
| Participation rate | 36.0% | 72.4%-36.4pp | 76.5%-40.5pp | 67.7%-31.7pp |
| Annual return | 22.40% | 18.89%+3.5pp | 29.42%-7.0pp | 35.65%-13.2pp |
| Employer contribution / active EE | $2,414 | $2,369+1.9% | $3,023-20.2% | $2,756-12.4% |
| Participant deferral / active EE | $5,578 | $4,120+35.4% | $5,054+10.4% | $4,299+29.8% |
| Admin fee / account holder | $4,558 | $8,053-43.4% | $9,455-51.8% | $6,940-34.3% |