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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 | $250,107 | $79,961+212.8% | $98,462+154.0% | $75,177+232.7% |
| Participation rate | 57.7% | 70.4%-12.7pp | 75.2%-17.5pp | 67.2%-9.5pp |
| Annual return | 21.57% | 19.75%+1.8pp | 21.17%+0.4pp | 160.75%-139.2pp |
| Employer contribution / active EE | $2,469 | $2,264+9.0% | $3,049-19.0% | $2,671-7.6% |
| Participant deferral / active EE | $5,155 | $3,753+37.4% | $4,738+8.8% | $4,126+24.9% |
| Admin fee / account holder | $38,251 | $6,842+459.0% | $8,875+331.0% | $5,651+576.9% |