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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 | $267,291 | $215,361+24.1% | $171,082+56.2% | $273,972-2.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 6.01% | 25.14%-19.1pp | 32.56%-26.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $915 | $4,967-81.6% | $4,002-77.1% | $4,869-81.2% |
| Participant deferral / active EE | $6,780 | $5,543+22.3% | $4,797+41.3% | $5,287+28.2% |
| Admin fee / account holder | $3,289 | $10,846-69.7% | $8,520-61.4% | $10,133-67.5% |