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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 | $278,160 | $184,014+51.2% | $161,149+72.6% | $138,895+100.3% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.8%-21.7pp | 79.9%-22.8pp |
| Annual return | 18.82% | 21.52%-2.7pp | 21.16%-2.3pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,601 | $5,055-68.3% | $4,360-63.3% | $4,194-61.8% |
| Participant deferral / active EE | $10,513 | $6,909+52.2% | $6,153+70.9% | $6,396+64.4% |
| Admin fee / account holder | $1,191 | $18,027-93.4% | $15,194-92.2% | $12,562-90.5% |