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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 | $315,639 | $81,358+288.0% | $155,556+102.9% | $80,959+289.9% |
| Participation rate | 45.2% | 66.3%-21.1pp | 78.2%-33.1pp | 67.7%-22.5pp |
| Annual return | 25.65% | 33.39%-7.7pp | 64.84%-39.2pp | 35.67%-10.0pp |
| Employer contribution / active EE | $2,459 | $3,106-20.8% | $4,675-47.4% | $2,757-10.8% |
| Participant deferral / active EE | $4,240 | $3,455+22.7% | $5,631-24.7% | $4,300-1.4% |
| Admin fee / account holder | $11,460 | $7,994+43.4% | $15,885-27.9% | $6,925+65.5% |