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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 | $76,834+367.0% | $108,359+231.2% | $87,485+310.2% |
| Participation rate | 44.8% | 61.7%-16.9pp | 70.1%-25.3pp | 68.9%-24.1pp |
| Annual return | 17.91% | 19.09%-1.2pp | 36.89%-19.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,690 | $1,556+8.6% | $2,399-29.6% | $2,596-34.9% |
| Participant deferral / active EE | $4,455 | $3,100+43.7% | $4,137+7.7% | $4,274+4.2% |
| Admin fee / account holder | $647 | $6,537-90.1% | $9,741-93.4% | $7,775-91.7% |