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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 | $124,980+112.5% | $108,359+145.0% | $154,746+71.6% |
| Participation rate | 57.1% | 75.2%-18.0pp | 70.1%-13.0pp | 80.7%-23.6pp |
| Annual return | 14.41% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,006 | $2,851-29.6% | $2,399-16.4% | $4,379-54.2% |
| Participant deferral / active EE | $6,286 | $4,743+32.5% | $4,137+51.9% | $6,730-6.6% |
| Admin fee / account holder | $4,054 | $11,502-64.8% | $9,741-58.4% | $14,365-71.8% |