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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 | $81,331+231.7% | $155,534+73.4% | $80,935+233.3% |
| Participation rate | 52.9% | 66.3%-13.3pp | 78.2%-25.3pp | 67.7%-14.7pp |
| Annual return | 17.95% | 33.37%-15.4pp | 64.92%-47.0pp | 35.66%-17.7pp |
| Employer contribution / active EE | $1,255 | $3,105-59.6% | $4,675-73.2% | $2,757-54.5% |
| Participant deferral / active EE | $4,016 | $3,454+16.3% | $5,630-28.7% | $4,299-6.6% |
| Admin fee / account holder | $11,256 | $7,999+40.7% | $15,900-29.2% | $6,924+62.6% |