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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 | $260,865 | $65,034+301.1% | $90,970+186.8% | $79,856+226.7% |
| Participation rate | 36.4% | 61.6%-25.3pp | 69.0%-32.7pp | 69.6%-33.3pp |
| Annual return | 23.82% | 30.45%-6.6pp | 134.60%-110.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,520 | $1,247+21.9% | $2,122-28.4% | $2,471-38.5% |
| Participant deferral / active EE | $2,322 | $2,512-7.6% | $3,373-31.2% | $3,741-37.9% |
| Admin fee / account holder | $6,742 | $4,536+48.6% | $5,961+13.1% | $5,306+27.1% |