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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 | $295,333 | $86,922+239.8% | $102,438+188.3% | $80,874+265.2% |
| Participation rate | 35.4% | 72.4%-37.0pp | 76.5%-41.1pp | 67.6%-32.2pp |
| Annual return | 21.76% | 18.90%+2.9pp | 29.37%-7.6pp | 35.62%-13.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,694 | $4,119+14.0% | $5,054-7.1% | $4,297+9.2% |
| Admin fee / account holder | $11,345 | $8,050+40.9% | $9,448+20.1% | $6,935+63.6% |