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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 | $86,949+239.7% | $102,460+188.2% | $80,959+264.8% |
| Participation rate | 35.4% | 72.4%-37.0pp | 76.5%-41.1pp | 67.7%-32.3pp |
| Annual return | 21.76% | 18.89%+2.9pp | 29.47%-7.7pp | 35.67%-13.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,694 | $4,121+13.9% | $5,056-7.2% | $4,300+9.1% |
| Admin fee / account holder | $11,345 | $8,048+41.0% | $9,460+19.9% | $6,925+63.8% |