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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 | $290,007 | $57,140+407.5% | $85,240+240.2% | $80,959+258.2% |
| Participation rate | 58.1% | 56.4%+1.7pp | 67.5%-9.5pp | 67.7%-9.6pp |
| Annual return | 13.85% | 21.71%-7.9pp | 66.75%-52.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $940 | $1,802-47.8% | $2,735-65.6% | $2,757-65.9% |
| Participant deferral / active EE | $3,189 | $3,115+2.4% | $4,527-29.6% | $4,300-25.8% |
| Admin fee / account holder | $10,387 | $4,992+108.1% | $6,165+68.5% | $6,925+50.0% |