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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 | $285,898 | $103,393+176.5% | $87,103+228.2% | $152,909+87.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 31.88% | 28.10%+3.8pp | 28.19%+3.7pp | 345.46%-313.6pp |
| Employer contribution / active EE | $935 | $3,221-71.0% | $2,521-62.9% | $4,764-80.4% |
| Participant deferral / active EE | $3,037 | $4,778-36.4% | $4,049-25.0% | $5,851-48.1% |
| Admin fee / account holder | $1,636 | $12,195-86.6% | $7,491-78.2% | $11,601-85.9% |