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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 | $254,252 | $126,661+100.7% | $113,397+124.2% | $138,895+83.1% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | 13.17% | 25.05%-11.9pp | 23.20%-10.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $968 | $3,456-72.0% | $2,977-67.5% | $4,194-76.9% |
| Participant deferral / active EE | $3,563 | $5,693-37.4% | $5,076-29.8% | $6,396-44.3% |
| Admin fee / account holder | $18,695 | $14,549+28.5% | $11,957+56.4% | $12,562+48.8% |