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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 | $257,923 | $65,034+296.6% | $90,970+183.5% | $79,856+223.0% |
| Participation rate | 65.5% | 61.6%+3.9pp | 69.0%-3.5pp | 69.6%-4.1pp |
| Annual return | 18.61% | 30.45%-11.8pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,193 | $1,247+75.8% | $2,122+3.4% | $2,471-11.2% |
| Participant deferral / active EE | $4,690 | $2,512+86.7% | $3,373+39.1% | $3,741+25.4% |
| Admin fee / account holder | $1,404 | $4,536-69.1% | $5,961-76.5% | $5,306-73.5% |