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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 | $250,851 | $102,245+145.3% | $89,340+180.8% | $137,256+82.8% |
| Participation rate | 42.9% | 74.9%-32.0pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 11.58% | 21.89%-10.3pp | 20.57%-9.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,911 | $2,529-24.4% | $2,231-14.4% | $4,156-54.0% |
| Participant deferral / active EE | $4,698 | $4,436+5.9% | $3,823+22.9% | $6,407-26.7% |
| Admin fee / account holder | $2,447 | $8,085-69.7% | $6,704-63.5% | $12,270-80.1% |