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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 | $255,918 | $108,825+135.2% | $156,181+63.9% | $82,448+210.4% |
| Participation rate | 34.4% | 72.4%-37.9pp | 78.8%-44.4pp | 68.1%-33.6pp |
| Annual return | 14.04% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,105 | $2,870-26.7% | $4,294-51.0% | $2,551-17.5% |
| Participant deferral / active EE | $3,359 | $4,577-26.6% | $6,132-45.2% | $4,139-18.8% |
| Admin fee / account holder | $392 | $9,341-95.8% | $14,586-97.3% | $7,234-94.6% |