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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 | $271,334 | $126,661+114.2% | $113,397+139.3% | $138,895+95.4% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.5%-15.0pp | 79.9%-18.4pp |
| Annual return | 14.69% | 25.05%-10.4pp | 23.20%-8.5pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,142 | $3,456-67.0% | $2,977-61.6% | $4,194-72.8% |
| Participant deferral / active EE | $3,530 | $5,693-38.0% | $5,076-30.5% | $6,396-44.8% |
| Admin fee / account holder | $17,800 | $14,549+22.3% | $11,957+48.9% | $12,562+41.7% |