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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 | $282,237 | $105,623+167.2% | $87,502+222.5% | $273,972+3.0% |
| Participation rate | 60.0% | 78.2%-18.2pp | 73.8%-13.8pp | 83.0%-23.0pp |
| Annual return | 8.00% | 12.26%-4.3pp | 12.21%-4.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,283 | $3,141+36.4% | $2,550+68.0% | $4,869-12.0% |
| Participant deferral / active EE | $6,484 | $3,601+80.1% | $3,149+105.9% | $5,287+22.6% |
| Admin fee / account holder | $8,025 | $4,781+67.9% | $4,221+90.1% | $10,133-20.8% |