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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 | $251,839 | $110,212+128.5% | $96,534+160.9% | $139,466+80.6% |
| Participation rate | 39.1% | 78.1%-39.0pp | 76.0%-36.9pp | 80.3%-41.2pp |
| Annual return | 23.21% | 26.42%-3.2pp | 25.88%-2.7pp | 373.66%-350.5pp |
| Employer contribution / active EE | $1,763 | $3,620-51.3% | $2,965-40.6% | $4,754-62.9% |
| Participant deferral / active EE | $4,394 | $5,547-20.8% | $4,851-9.4% | $6,712-34.5% |
| Admin fee / account holder | $1,161 | $11,599-90.0% | $8,253-85.9% | $11,409-89.8% |