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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 | $271,981 | $73,787+268.6% | $98,716+175.5% | $82,448+229.9% |
| Participation rate | 58.3% | 61.4%-3.1pp | 69.3%-11.0pp | 68.1%-9.7pp |
| Annual return | 16.42% | 18.57%-2.1pp | 31.81%-15.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,301 | $1,511+52.3% | $2,279+1.0% | $2,551-9.8% |
| Participant deferral / active EE | $3,344 | $3,081+8.5% | $4,048-17.4% | $4,139-19.2% |
| Admin fee / account holder | $2,122 | $6,500-67.4% | $8,703-75.6% | $7,234-70.7% |