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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 | $300,495 | $254,759+18.0% | $216,567+38.8% | $198,609+51.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 8.70% | 10.04%-1.3pp | 12.94%-4.2pp | 202.70%-194.0pp |
| Employer contribution / active EE | $2,943 | $6,096-51.7% | $5,216-43.6% | $5,055-41.8% |
| Participant deferral / active EE | $4,671 | $6,948-32.8% | $6,191-24.6% | $6,977-33.1% |
| Admin fee / account holder | $27,846 | $26,311+5.8% | $21,981+26.7% | $19,030+46.3% |