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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 | $329,550 | $77,574+324.8% | $108,753+203.0% | $86,983+278.9% |
| Participation rate | 65.4% | 62.3%+3.1pp | 71.1%-5.7pp | 69.5%-4.2pp |
| Annual return | 13.63% | 18.42%-4.8pp | 37.47%-23.8pp | 25.83%-12.2pp |
| Employer contribution / active EE | $2,904 | $1,611+80.3% | $2,427+19.7% | $2,584+12.4% |
| Participant deferral / active EE | $7,203 | $3,128+130.2% | $4,115+75.1% | $4,194+71.8% |
| Admin fee / account holder | $12,322 | $6,529+88.7% | $10,320+19.4% | $7,856+56.9% |