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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 | $124,425+119.4% | $112,040+143.7% | $137,256+98.9% |
| Participation rate | 58.8% | 79.3%-20.5pp | 76.5%-17.7pp | 80.0%-21.1pp |
| Annual return | 17.03% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,594 | $3,411-53.3% | $2,954-46.0% | $4,156-61.6% |
| Participant deferral / active EE | $5,474 | $5,718-4.3% | $5,098+7.4% | $6,407-14.6% |
| Admin fee / account holder | $7,774 | $15,207-48.9% | $12,098-35.7% | $12,270-36.6% |