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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 | $330,807 | $99,345+233.0% | $84,753+290.3% | $273,972+20.7% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 7.80% | 22.93%-15.1pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,877 | $4,214-55.5% | $3,574-47.5% | $4,869-61.5% |
| Participant deferral / active EE | $5,200 | $4,270+21.8% | $3,712+40.1% | $5,287-1.7% |
| Admin fee / account holder | $1,184 | $6,645-82.2% | $5,333-77.8% | $10,133-88.3% |