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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 | $264,391 | $177,156+49.2% | $147,027+79.8% | $154,746+70.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 12.96% | 21.94%-9.0pp | 20.23%-7.3pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,366 | $4,336-45.4% | $3,626-34.7% | $4,379-46.0% |
| Participant deferral / active EE | $5,357 | $5,797-7.6% | $4,933+8.6% | $6,730-20.4% |
| Admin fee / account holder | $2,135 | $14,904-85.7% | $12,223-82.5% | $14,365-85.1% |