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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 | $264,518 | $96,233+174.9% | $137,474+92.4% | $94,015+181.4% |
| Participation rate | 43.6% | 78.3%-34.7pp | 83.5%-39.9pp | 70.8%-27.2pp |
| Annual return | 14.80% | 16.05%-1.3pp | 11.53%+3.3pp | 17.84%-3.0pp |
| Employer contribution / active EE | $2,519 | $3,713-32.1% | $5,048-50.1% | $2,790-9.7% |
| Participant deferral / active EE | $4,242 | $5,018-15.5% | $6,155-31.1% | $4,249-0.2% |
| Admin fee / account holder | $1,084 | $7,029-84.6% | $10,602-89.8% | $8,951-87.9% |