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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 | $266,626 | $106,588+150.1% | $94,215+183.0% | $155,188+71.8% |
| Participation rate | 65.0% | 74.3%-9.3pp | 70.0%-5.0pp | 80.8%-15.8pp |
| Annual return | 15.39% | 29.39%-14.0pp | 28.22%-12.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,482 | $3,080-19.4% | $2,675-7.2% | $4,248-41.6% |
| Participant deferral / active EE | $5,811 | $4,802+21.0% | $4,276+35.9% | $6,531-11.0% |
| Admin fee / account holder | $8,879 | $12,281-27.7% | $10,216-13.1% | $14,480-38.7% |