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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 | $265,532 | $115,225+130.4% | $100,712+163.7% | $138,895+91.2% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 14.41% | 40.35%-25.9pp | 33.27%-18.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $2,006 | $2,771-27.6% | $2,313-13.3% | $4,194-52.2% |
| Participant deferral / active EE | $6,286 | $4,699+33.8% | $4,085+53.9% | $6,396-1.7% |
| Admin fee / account holder | $4,054 | $10,844-62.6% | $9,256-56.2% | $12,562-67.7% |