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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 | $298,685 | $88,996+235.6% | $78,004+282.9% | $138,895+115.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 15.89% | 28.03%-12.1pp | 31.07%-15.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,141 | $2,917-26.6% | $2,469-13.3% | $4,194-48.9% |
| Participant deferral / active EE | $11,523 | $4,724+143.9% | $4,092+181.6% | $6,396+80.2% |
| Admin fee / account holder | $7,034 | $8,807-20.1% | $7,578-7.2% | $12,562-44.0% |