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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 | $264,915 | $73,787+259.0% | $98,716+168.4% | $82,448+221.3% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 16.40% | 18.57%-2.2pp | 31.81%-15.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,961 | $1,511+162.1% | $2,279+73.8% | $2,551+55.3% |
| Participant deferral / active EE | $8,080 | $3,081+162.2% | $4,048+99.6% | $4,139+95.2% |
| Admin fee / account holder | $6,414 | $6,500-1.3% | $8,703-26.3% | $7,234-11.3% |