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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 | $250,773 | $72,273+247.0% | $101,275+147.6% | $79,856+214.0% |
| Participation rate | 58.8% | 68.5%-9.6pp | 75.8%-17.0pp | 69.6%-10.8pp |
| Annual return | 22.05% | 22.30%-0.2pp | 46.48%-24.4pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,534 | $2,691-43.0% | $3,660-58.1% | $2,471-37.9% |
| Participant deferral / active EE | $3,825 | $3,282+16.6% | $4,371-12.5% | $3,741+2.2% |
| Admin fee / account holder | $5,801 | $4,401+31.8% | $5,948-2.5% | $5,306+9.3% |