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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 | $265,834 | $199,109+33.5% | $173,730+53.0% | $154,746+71.8% |
| Participation rate | 64.3% | 82.8%-18.5pp | 79.6%-15.3pp | 80.7%-16.4pp |
| Annual return | 12.40% | 20.02%-7.6pp | 19.96%-7.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,811 | $5,311-65.9% | $4,577-60.4% | $4,379-58.6% |
| Participant deferral / active EE | $4,430 | $7,113-37.7% | $6,326-30.0% | $6,730-34.2% |
| Admin fee / account holder | $25,545 | $20,916+22.1% | $17,523+45.8% | $14,365+77.8% |