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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 | $279,921 | $153,769+82.0% | $133,975+108.9% | $273,972+2.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 7.36% | 36.51%-29.1pp | 29.29%-21.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,886 | $6,029-68.7% | $5,211-63.8% | $4,869-61.3% |
| Participant deferral / active EE | $4,183 | $6,958-39.9% | $6,282-33.4% | $5,287-20.9% |
| Admin fee / account holder | $5,896 | $11,765-49.9% | $9,324-36.8% | $10,133-41.8% |