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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 | $282,118 | $87,106+223.9% | $105,607+167.1% | $80,935+248.6% |
| Participation rate | 64.3% | 70.4%-6.2pp | 75.3%-11.0pp | 67.7%-3.4pp |
| Annual return | 18.07% | 17.01%+1.1pp | 116.11%-98.0pp | 35.66%-17.6pp |
| Employer contribution / active EE | $2,897 | $2,396+20.9% | $3,167-8.5% | $2,757+5.1% |
| Participant deferral / active EE | $5,707 | $3,986+43.2% | $5,011+13.9% | $4,299+32.7% |
| Admin fee / account holder | $12,428 | $8,447+47.1% | $10,958+13.4% | $6,924+79.5% |