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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 | $259,240 | $75,720+242.4% | $90,312+187.0% | $86,983+198.0% |
| Participation rate | 40.0% | 66.3%-26.3pp | 72.9%-32.9pp | 69.5%-29.5pp |
| Annual return | 18.17% | 18.55%-0.4pp | 18.90%-0.7pp | 25.83%-7.7pp |
| Employer contribution / active EE | $1,210 | $1,945-37.8% | $2,243-46.0% | $2,584-53.2% |
| Participant deferral / active EE | $2,380 | $3,001-20.7% | $3,749-36.5% | $4,194-43.2% |
| Admin fee / account holder | $17,369 | $6,201+180.1% | $8,248+110.6% | $7,856+121.1% |