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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 | $262,689 | $123,478+112.7% | $216,567+21.3% | $94,015+179.4% |
| Participation rate | 64.0% | 75.1%-11.1pp | 81.6%-17.6pp | 70.8%-6.8pp |
| Annual return | 12.80% | 23.61%-10.8pp | 12.94%-0.1pp | 17.84%-5.0pp |
| Employer contribution / active EE | $2,093 | $3,136-33.3% | $5,216-59.9% | $2,790-25.0% |
| Participant deferral / active EE | $9,282 | $4,556+103.7% | $6,191+49.9% | $4,249+118.4% |
| Admin fee / account holder | $74,134 | $12,753+481.3% | $21,981+237.3% | $8,951+728.2% |