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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 | $353,084 | $153,774+129.6% | $133,979+163.5% | $273,970+28.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.88% | 36.51%-28.6pp | 29.30%-21.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,444 | $6,029-59.5% | $5,211-53.1% | $4,869-49.8% |
| Participant deferral / active EE | $7,561 | $6,958+8.7% | $6,282+20.4% | $5,287+43.0% |
| Admin fee / account holder | $1,305 | $11,765-88.9% | $9,324-86.0% | $10,132-87.1% |