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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 | $269,764 | $81,276+231.9% | $155,574+73.4% | $80,925+233.4% |
| Participation rate | 52.9% | 66.2%-13.3pp | 78.2%-25.3pp | 67.7%-14.7pp |
| Annual return | 17.95% | 33.36%-15.4pp | 64.87%-46.9pp | 35.65%-17.7pp |
| Employer contribution / active EE | $1,255 | $3,103-59.6% | $4,676-73.2% | $2,756-54.5% |
| Participant deferral / active EE | $4,016 | $3,453+16.3% | $5,629-28.7% | $4,299-6.6% |
| Admin fee / account holder | $11,256 | $7,993+40.8% | $15,914-29.3% | $6,940+62.2% |