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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 | $305,828 | $138,385+121.0% | $184,243+66.0% | $80,925+277.9% |
| Participation rate | 65.5% | 83.9%-18.4pp | 86.8%-21.3pp | 67.7%-2.1pp |
| Annual return | 20.42% | 20.02%+0.4pp | 28.82%-8.4pp | 35.65%-15.2pp |
| Employer contribution / active EE | $3,072 | $4,851-36.7% | $6,427-52.2% | $2,756+11.4% |
| Participant deferral / active EE | $5,633 | $7,075-20.4% | $9,132-38.3% | $4,299+31.1% |
| Admin fee / account holder | $3,093 | $10,489-70.5% | $13,914-77.8% | $6,940-55.4% |