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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 | $264,517 | $182,442+45.0% | $163,379+61.9% | $138,895+90.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 13.52% | 72.74%-59.2pp | 63.41%-49.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,027 | $4,159-51.3% | $3,752-46.0% | $4,194-51.7% |
| Participant deferral / active EE | $4,350 | $6,817-36.2% | $6,282-30.8% | $6,396-32.0% |
| Admin fee / account holder | $1,929 | $10,396-81.4% | $9,818-80.4% | $12,562-84.6% |