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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 | $250,828 | $81,358+208.3% | $155,556+61.2% | $80,959+209.8% |
| Participation rate | 48.3% | 66.3%-18.0pp | 78.2%-29.9pp | 67.7%-19.4pp |
| Annual return | 16.08% | 33.39%-17.3pp | 64.84%-48.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $5,459 | $3,106+75.7% | $4,675+16.8% | $2,757+98.0% |
| Participant deferral / active EE | $2,686 | $3,455-22.3% | $5,631-52.3% | $4,300-37.5% |
| Admin fee / account holder | $27,393 | $7,994+242.7% | $15,885+72.4% | $6,925+295.5% |