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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 | $258,384 | $99,345+160.1% | $84,753+204.9% | $273,972-5.7% |
| Participation rate | 61.9% | 80.7%-18.8pp | 76.6%-14.7pp | 83.0%-21.1pp |
| Annual return | 7.12% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.3pp |
| Employer contribution / active EE | $13,278 | $4,214+215.1% | $3,574+271.5% | $4,869+172.7% |
| Participant deferral / active EE | $3,163 | $4,270-25.9% | $3,712-14.8% | $5,287-40.2% |
| Admin fee / account holder | $3,619 | $6,645-45.5% | $5,333-32.1% | $10,133-64.3% |