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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 | $253,628 | $182,442+39.0% | $163,379+55.2% | $138,895+82.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 15.78% | 72.74%-57.0pp | 63.41%-47.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $835 | $4,159-79.9% | $3,752-77.8% | $4,194-80.1% |
| Participant deferral / active EE | $7,184 | $6,817+5.4% | $6,282+14.4% | $6,396+12.3% |
| Admin fee / account holder | $2,252 | $10,396-78.3% | $9,818-77.1% | $12,562-82.1% |