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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 | $294,921 | $77,523+280.4% | $100,383+193.8% | $80,874+264.7% |
| Participation rate | 64.5% | 77.0%-12.4pp | 81.5%-17.0pp | 67.6%-3.1pp |
| Annual return | 14.26% | 37.21%-22.9pp | 49.26%-35.0pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,358 | $2,801+19.9% | $3,944-14.9% | $2,756+21.8% |
| Participant deferral / active EE | $11,295 | $6,822+65.6% | $8,086+39.7% | $4,297+162.9% |
| Admin fee / account holder | $42,897 | $5,899+627.2% | $7,900+443.0% | $6,935+518.5% |