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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 | $293,068 | $88,996+229.3% | $78,004+275.7% | $138,895+111.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 17.11% | 28.03%-10.9pp | 31.07%-14.0pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,474 | $2,917-49.5% | $2,469-40.3% | $4,194-64.9% |
| Participant deferral / active EE | $10,000 | $4,724+111.7% | $4,092+144.4% | $6,396+56.3% |
| Admin fee / account holder | $1,255 | $8,807-85.8% | $7,578-83.4% | $12,562-90.0% |