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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 | $103,164+143.2% | $90,259+177.9% | $154,746+62.1% |
| Participation rate | 42.9% | 76.1%-33.2pp | 70.7%-27.9pp | 80.7%-37.8pp |
| Annual return | 11.58% | 19.25%-7.7pp | 18.88%-7.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,911 | $2,532-24.5% | $2,291-16.6% | $4,379-56.4% |
| Participant deferral / active EE | $4,698 | $4,422+6.2% | $3,827+22.8% | $6,730-30.2% |
| Admin fee / account holder | $2,447 | $8,593-71.5% | $7,267-66.3% | $14,365-83.0% |