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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 | $262,705 | $112,729+133.0% | $98,716+166.1% | $137,256+91.4% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 16.30% | 38.48%-22.2pp | 31.81%-15.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,657 | $2,725-39.2% | $2,279-27.3% | $4,156-60.1% |
| Participant deferral / active EE | $6,427 | $4,640+38.5% | $4,048+58.8% | $6,407+0.3% |
| Admin fee / account holder | $5,724 | $10,129-43.5% | $8,703-34.2% | $12,270-53.4% |