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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 | $96,052+175.4% | $118,106+124.0% | $87,485+202.4% |
| Participation rate | 43.6% | 77.0%-33.4pp | 81.9%-38.3pp | 68.9%-25.3pp |
| Annual return | 14.80% | 24.16%-9.4pp | 19.44%-4.6pp | 26.06%-11.3pp |
| Employer contribution / active EE | $2,519 | $3,939-36.0% | $4,698-46.4% | $2,596-3.0% |
| Participant deferral / active EE | $4,242 | $5,793-26.8% | $6,619-35.9% | $4,274-0.7% |
| Admin fee / account holder | $1,084 | $7,618-85.8% | $8,973-87.9% | $7,775-86.1% |