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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 | $289,598 | $65,246+343.9% | $98,716+193.4% | $67,986+326.0% |
| Participation rate | 13.6% | 51.4%-37.8pp | 69.3%-55.7pp | 57.2%-43.6pp |
| Annual return | 17.44% | 20.58%-3.1pp | 31.81%-14.4pp | 31.67%-14.2pp |
| Employer contribution / active EE | $338 | $1,042-67.5% | $2,279-85.1% | $2,019-83.2% |
| Participant deferral / active EE | $1,478 | $2,594-43.0% | $4,048-63.5% | $3,358-56.0% |
| Admin fee / account holder | $17,002 | $4,561+272.8% | $8,703+95.4% | $3,203+430.8% |