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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 | $258,109 | $112,729+129.0% | $98,716+161.5% | $137,256+88.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 15.78% | 38.48%-22.7pp | 31.81%-16.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $8,050 | $2,725+195.4% | $2,279+253.3% | $4,156+93.7% |
| Participant deferral / active EE | $5,479 | $4,640+18.1% | $4,048+35.4% | $6,407-14.5% |
| Admin fee / account holder | $1,343 | $10,129-86.7% | $8,703-84.6% | $12,270-89.1% |