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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 | $320,093 | $99,345+222.2% | $84,753+277.7% | $273,972+16.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 5.28% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $22,468 | $4,214+433.2% | $3,574+528.6% | $4,869+361.5% |
| Participant deferral / active EE | $9,516 | $4,270+122.9% | $3,712+156.4% | $5,287+80.0% |
| Admin fee / account holder | $883 | $6,645-86.7% | $5,333-83.4% | $10,133-91.3% |