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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 | $114,712+129.0% | $173,730+51.2% | $87,485+200.3% |
| Participation rate | 64.0% | 73.0%-9.0pp | 79.6%-15.6pp | 68.9%-4.9pp |
| Annual return | 12.80% | 20.18%-7.4pp | 19.96%-7.2pp | 26.06%-13.3pp |
| Employer contribution / active EE | $2,093 | $2,904-27.9% | $4,577-54.3% | $2,596-19.4% |
| Participant deferral / active EE | $9,282 | $4,642+100.0% | $6,326+46.7% | $4,274+117.2% |
| Admin fee / account holder | $74,134 | $10,210+626.1% | $17,523+323.1% | $7,775+853.5% |