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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 | $257,890 | $123,155+109.4% | $108,753+137.1% | $155,188+66.2% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 15.29% | 44.73%-29.4pp | 37.47%-22.2pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,919 | $2,811+3.8% | $2,427+20.3% | $4,248-31.3% |
| Participant deferral / active EE | $6,528 | $4,623+41.2% | $4,115+58.7% | $6,5310% |
| Admin fee / account holder | $1,694 | $12,126-86.0% | $10,320-83.6% | $14,480-88.3% |