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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 | $327,563 | $102,245+220.4% | $89,340+266.6% | $137,256+138.7% |
| Participation rate | 52.4% | 74.9%-22.5pp | 69.6%-17.2pp | 80.0%-27.6pp |
| Annual return | 15.51% | 21.89%-6.4pp | 20.57%-5.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,010 | $4,436-54.7% | $3,823-47.4% | $6,407-68.6% |
| Admin fee / account holder | $4,177 | $8,085-48.3% | $6,704-37.7% | $12,270-66.0% |