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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 | $368,207 | $101,618+262.3% | $93,063+295.7% | $137,256+168.3% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 17.34% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,167 | $2,707-20.0% | $2,476-12.5% | $4,156-47.9% |
| Participant deferral / active EE | $3,467 | $4,279-19.0% | $3,958-12.4% | $6,407-45.9% |
| Admin fee / account holder | $2,578 | $6,198-58.4% | $6,033-57.3% | $12,270-79.0% |