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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 | $258,213 | $97,550+164.7% | $120,344+114.6% | $87,485+195.2% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.7%-12.8pp | 68.9%-5.0pp |
| Annual return | 13.33% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.7pp |
| Employer contribution / active EE | $2,786 | $2,291+21.6% | $3,020-7.8% | $2,596+7.3% |
| Participant deferral / active EE | $5,264 | $4,230+24.4% | $5,135+2.5% | $4,274+23.2% |
| Admin fee / account holder | $1,908 | $9,543-80.0% | $12,742-85.0% | $7,775-75.5% |