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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 | $350,660 | $254,759+37.6% | $216,567+61.9% | $198,609+76.6% |
| Participation rate | 57.1% | 84.5%-27.4pp | 81.6%-24.5pp | 82.4%-25.2pp |
| Annual return | 12.01% | 10.04%+2.0pp | 12.94%-0.9pp | 202.70%-190.7pp |
| Employer contribution / active EE | $2,428 | $6,096-60.2% | $5,216-53.5% | $5,055-52.0% |
| Participant deferral / active EE | $2,988 | $6,948-57.0% | $6,191-51.7% | $6,977-57.2% |
| Admin fee / account holder | $1,991 | $26,311-92.4% | $21,981-90.9% | $19,030-89.5% |