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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 | $303,830 | $86,940+249.5% | $102,434+196.6% | $80,935+275.4% |
| Participation rate | 54.2% | 72.4%-18.2pp | 76.5%-22.3pp | 67.7%-13.5pp |
| Annual return | 15.55% | 18.89%-3.3pp | 29.46%-13.9pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,713 | $2,370-27.7% | $3,023-43.3% | $2,757-37.8% |
| Participant deferral / active EE | $4,790 | $4,121+16.2% | $5,055-5.2% | $4,299+11.4% |
| Admin fee / account holder | $9,344 | $8,047+16.1% | $9,462-1.2% | $6,924+34.9% |