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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 | $269,902 | $72,269+273.5% | $101,271+166.5% | $79,852+238.0% |
| Participation rate | 49.3% | 68.5%-19.1pp | 75.8%-26.5pp | 69.6%-20.3pp |
| Annual return | 19.68% | 22.29%-2.6pp | 46.48%-26.8pp | 31.72%-12.0pp |
| Employer contribution / active EE | $2,269 | $2,692-15.7% | $3,660-38.0% | $2,471-8.2% |
| Participant deferral / active EE | $4,620 | $3,282+40.8% | $4,371+5.7% | $3,740+23.5% |
| Admin fee / account holder | $2,259 | $4,401-48.7% | $5,948-62.0% | $5,306-57.4% |