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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 | $250,864 | $73,787+240.0% | $98,716+154.1% | $82,448+204.3% |
| Participation rate | 51.7% | 61.4%-9.7pp | 69.3%-17.6pp | 68.1%-16.3pp |
| Annual return | 17.34% | 18.57%-1.2pp | 31.81%-14.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,496 | $1,511-1.0% | $2,279-34.3% | $2,551-41.4% |
| Participant deferral / active EE | $5,926 | $3,081+92.3% | $4,048+46.4% | $4,139+43.2% |
| Admin fee / account holder | $10,320 | $6,500+58.8% | $8,703+18.6% | $7,234+42.7% |