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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 | $306,772 | $76,834+299.3% | $108,359+183.1% | $87,485+250.7% |
| Participation rate | 60.7% | 61.7%-1.0pp | 70.1%-9.4pp | 68.9%-8.2pp |
| Annual return | 17.02% | 19.09%-2.1pp | 36.89%-19.9pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,713 | $1,556+10.1% | $2,399-28.6% | $2,596-34.0% |
| Participant deferral / active EE | $6,017 | $3,100+94.1% | $4,137+45.5% | $4,274+40.8% |
| Admin fee / account holder | $2,632 | $6,537-59.7% | $9,741-73.0% | $7,775-66.1% |