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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 | $299,914 | $81,358+268.6% | $155,556+92.8% | $80,959+270.5% |
| Participation rate | 37.9% | 66.3%-28.3pp | 78.2%-40.3pp | 67.7%-29.7pp |
| Annual return | 16.34% | 33.39%-17.0pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,502 | $3,106-51.7% | $4,675-67.9% | $2,757-45.5% |
| Participant deferral / active EE | $3,885 | $3,455+12.4% | $5,631-31.0% | $4,300-9.7% |
| Admin fee / account holder | $9,087 | $7,994+13.7% | $15,885-42.8% | $6,925+31.2% |