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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 | $74,535+264.9% | $100,712+170.1% | $82,637+229.1% |
| Participation rate | 58.3% | 61.2%-2.8pp | 69.3%-10.9pp | 68.1%-9.7pp |
| Annual return | 16.42% | 18.92%-2.5pp | 33.27%-16.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,301 | $1,503+53.1% | $2,313-0.5% | $2,552-9.8% |
| Participant deferral / active EE | $3,344 | $3,074+8.8% | $4,085-18.2% | $4,126-19.0% |
| Admin fee / account holder | $2,122 | $6,576-67.7% | $9,256-77.1% | $7,339-71.1% |