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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 | $269,601 | $86,919+210.2% | $102,457+163.1% | $80,911+233.2% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.6%-3.1pp |
| Annual return | 17.80% | 18.90%-1.1pp | 29.41%-11.6pp | 35.63%-17.8pp |
| Employer contribution / active EE | $3,465 | $2,368+46.3% | $3,022+14.6% | $2,756+25.7% |
| Participant deferral / active EE | $12,599 | $4,119+205.8% | $5,054+149.3% | $4,297+193.2% |
| Admin fee / account holder | $5,223 | $8,049-35.1% | $9,451-44.7% | $6,935-24.7% |