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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 | $76,834+328.9% | $108,359+204.1% | $87,485+276.7% |
| Participation rate | 65.4% | 61.7%+3.7pp | 70.1%-4.7pp | 68.9%-3.5pp |
| Annual return | 13.63% | 19.09%-5.5pp | 36.89%-23.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $2,904 | $1,556+86.6% | $2,399+21.0% | $2,596+11.9% |
| Participant deferral / active EE | $7,203 | $3,100+132.3% | $4,137+74.1% | $4,274+68.5% |
| Admin fee / account holder | $12,322 | $6,537+88.5% | $9,741+26.5% | $7,775+58.5% |