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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 | $358,846 | $73,787+386.3% | $98,716+263.5% | $82,448+335.2% |
| Participation rate | 44.8% | 61.4%-16.6pp | 69.3%-24.5pp | 68.1%-23.2pp |
| Annual return | 17.91% | 18.57%-0.7pp | 31.81%-13.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,690 | $1,511+11.8% | $2,279-25.8% | $2,551-33.7% |
| Participant deferral / active EE | $4,455 | $3,081+44.6% | $4,048+10.1% | $4,139+7.6% |
| Admin fee / account holder | $647 | $6,500-90.0% | $8,703-92.6% | $7,234-91.1% |