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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 | $273,025 | $136,860+99.5% | $120,344+126.9% | $154,746+76.4% |
| Participation rate | 58.8% | 79.9%-21.1pp | 76.7%-17.9pp | 80.7%-21.9pp |
| Annual return | 17.03% | 21.38%-4.4pp | 20.30%-3.3pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,594 | $3,533-54.9% | $3,020-47.2% | $4,379-63.6% |
| Participant deferral / active EE | $5,474 | $5,793-5.5% | $5,135+6.6% | $6,730-18.7% |
| Admin fee / account holder | $7,774 | $15,393-49.5% | $12,742-39.0% | $14,365-45.9% |