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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 | $262,667 | $97,550+169.3% | $120,344+118.3% | $87,485+200.2% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.7%-19.0pp | 68.9%-11.2pp |
| Annual return | 16.70% | 18.41%-1.7pp | 20.30%-3.6pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,499 | $2,291-34.5% | $3,020-50.4% | $2,596-42.2% |
| Participant deferral / active EE | $5,729 | $4,230+35.4% | $5,135+11.6% | $4,274+34.0% |
| Admin fee / account holder | $2,698 | $9,543-71.7% | $12,742-78.8% | $7,775-65.3% |