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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 | $265,536 | $115,225+130.5% | $100,712+163.7% | $138,895+91.2% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 12.82% | 40.35%-27.5pp | 33.27%-20.4pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,015 | $2,771-27.3% | $2,313-12.9% | $4,194-52.0% |
| Participant deferral / active EE | $5,274 | $4,699+12.2% | $4,085+29.1% | $6,396-17.6% |
| Admin fee / account holder | $2,715 | $10,844-75.0% | $9,256-70.7% | $12,562-78.4% |