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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 | $95,453+175.2% | $112,040+134.4% | $82,448+218.6% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.5%-18.8pp | 68.1%-10.4pp |
| Annual return | 16.70% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,499 | $2,318-35.3% | $2,954-49.2% | $2,551-41.2% |
| Participant deferral / active EE | $5,729 | $4,224+35.6% | $5,098+12.4% | $4,139+38.4% |
| Admin fee / account holder | $2,698 | $9,013-70.1% | $12,098-77.7% | $7,234-62.7% |