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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 | $283,051 | $76,407+270.5% | $150,298+88.3% | $82,448+243.3% |
| Participation rate | 56.0% | 66.4%-10.4pp | 77.8%-21.8pp | 68.1%-12.1pp |
| Annual return | 15.34% | 39.99%-24.7pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,412 | $2,614-7.7% | $4,154-41.9% | $2,551-5.4% |
| Participant deferral / active EE | $5,308 | $3,214+65.1% | $5,453-2.7% | $4,139+28.2% |
| Admin fee / account holder | $11,491 | $6,352+80.9% | $14,116-18.6% | $7,234+58.8% |