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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 | $322,503 | $86,919+271.0% | $102,457+214.8% | $80,911+298.6% |
| Participation rate | 28.0% | 72.4%-44.4pp | 76.5%-48.5pp | 67.6%-39.6pp |
| Annual return | 14.68% | 18.90%-4.2pp | 29.41%-14.7pp | 35.63%-21.0pp |
| Employer contribution / active EE | $3,140 | $2,368+32.6% | $3,022+3.9% | $2,756+13.9% |
| Participant deferral / active EE | $7,417 | $4,119+80.1% | $5,054+46.8% | $4,297+72.6% |
| Admin fee / account holder | $20,853 | $8,049+159.1% | $9,451+120.6% | $6,935+200.7% |