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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 | $264,726 | $77,901+239.8% | $149,717+76.8% | $75,181+252.1% |
| Participation rate | 68.0% | 65.6%+2.4pp | 78.8%-10.8pp | 67.2%+0.8pp |
| Annual return | 21.00% | 31.73%-10.7pp | 134.41%-113.4pp | 160.69%-139.7pp |
| Employer contribution / active EE | $1,817 | $3,137-42.1% | $4,820-62.3% | $2,671-32.0% |
| Participant deferral / active EE | $4,383 | $3,411+28.5% | $5,682-22.9% | $4,126+6.2% |
| Admin fee / account holder | $7,636 | $5,949+28.4% | $13,213-42.2% | $5,650+35.2% |