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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 | $277,113 | $110,379+151.1% | $102,412+170.6% | $145,884+90.0% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 17.95% | 24.84%-6.9pp | 24.94%-7.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $1,721 | $4,216-59.2% | $3,870-55.5% | $4,662-63.1% |
| Participant deferral / active EE | $5,142 | $5,622-8.5% | $5,060+1.6% | $6,690-23.1% |
| Admin fee / account holder | $13,738 | $9,745+41.0% | $8,388+63.8% | $13,392+2.6% |