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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 | $298,668 | $145,431+105.4% | $211,142+41.5% | $87,485+241.4% |
| Participation rate | 53.3% | 84.7%-31.4pp | 87.3%-34.0pp | 68.9%-15.6pp |
| Annual return | 17.54% | 27.21%-9.7pp | 46.84%-29.3pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,454 | $4,662-47.4% | $6,442-61.9% | $2,596-5.5% |
| Participant deferral / active EE | $3,638 | $6,859-47.0% | $9,284-60.8% | $4,274-14.9% |
| Admin fee / account holder | $12,091 | $17,052-29.1% | $19,076-36.6% | $7,775+55.5% |