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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 | $260,162 | $71,230+265.2% | $93,727+177.6% | $80,959+221.4% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.7%-45.4pp |
| Annual return | 30.13% | 11.26%+18.9pp | 133.83%-103.7pp | 35.67%-5.5pp |
| Employer contribution / active EE | $2,355 | $1,565+50.4% | $2,421-2.7% | $2,757-14.6% |
| Participant deferral / active EE | $2,484 | $4,037-38.5% | $4,417-43.8% | $4,300-42.2% |
| Admin fee / account holder | $5,843 | $6,961-16.1% | $8,292-29.5% | $6,925-15.6% |