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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 | $286,051 | $112,729+153.8% | $98,716+189.8% | $137,256+108.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 18.16% | 38.48%-20.3pp | 31.81%-13.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,579 | $2,725-42.0% | $2,279-30.7% | $4,156-62.0% |
| Participant deferral / active EE | $7,899 | $4,640+70.2% | $4,048+95.2% | $6,407+23.3% |
| Admin fee / account holder | $17,777 | $10,129+75.5% | $8,703+104.3% | $12,270+44.9% |