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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 | $276,840 | $81,331+240.4% | $155,534+78.0% | $80,935+242.0% |
| Participation rate | 61.3% | 66.3%-5.0pp | 78.2%-16.9pp | 67.7%-6.4pp |
| Annual return | 19.89% | 33.37%-13.5pp | 64.92%-45.0pp | 35.66%-15.8pp |
| Employer contribution / active EE | $1,984 | $3,105-36.1% | $4,675-57.6% | $2,757-28.0% |
| Participant deferral / active EE | $3,345 | $3,454-3.2% | $5,630-40.6% | $4,299-22.2% |
| Admin fee / account holder | $4,996 | $7,999-37.5% | $15,900-68.6% | $6,924-27.9% |