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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 | $343,789 | $97,550+252.4% | $120,344+185.7% | $87,485+293.0% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.7%-8.3pp | 68.9%-0.5pp |
| Annual return | 19.94% | 18.41%+1.5pp | 20.30%-0.4pp | 26.06%-6.1pp |
| Employer contribution / active EE | $1,567 | $2,291-31.6% | $3,020-48.1% | $2,596-39.6% |
| Participant deferral / active EE | $2,966 | $4,230-29.9% | $5,135-42.2% | $4,274-30.6% |
| Admin fee / account holder | $34,565 | $9,543+262.2% | $12,742+171.3% | $7,775+344.6% |