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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 | $275,167 | $181,896+51.3% | $156,551+75.8% | $273,972+0.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 3.64% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $13,132 | $6,248+110.2% | $5,501+138.7% | $4,869+169.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,987 | $15,560-35.8% | $13,028-23.3% | $10,133-1.4% |