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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 | $258,343 | $71,208+262.8% | $93,681+175.8% | $80,911+219.3% |
| Participation rate | 24.0% | 60.4%-36.4pp | 68.7%-44.7pp | 67.6%-43.6pp |
| Annual return | 13.45% | 11.27%+2.2pp | 133.47%-120.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $664 | $1,564-57.5% | $2,422-72.6% | $2,756-75.9% |
| Participant deferral / active EE | $1,502 | $4,035-62.8% | $4,415-66.0% | $4,297-65.1% |
| Admin fee / account holder | $1,457 | $6,951-79.0% | $8,290-82.4% | $6,935-79.0% |