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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 | $259,314 | $65,367+296.7% | $92,915+179.1% | $72,976+255.3% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.0%-13.0pp | 69.5%-6.5pp |
| Annual return | 26.54% | 42.11%-15.6pp | 109.45%-82.9pp | 81.02%-54.5pp |
| Employer contribution / active EE | $3,003 | $2,594+15.8% | $3,653-17.8% | $2,440+23.1% |
| Participant deferral / active EE | $6,137 | $3,128+96.2% | $4,238+44.8% | $3,608+70.1% |
| Admin fee / account holder | $1,078 | $4,251-74.6% | $5,796-81.4% | $5,124-79.0% |