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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 | $360,767 | $58,057+521.4% | $97,032+271.8% | $86,983+314.8% |
| Participation rate | 26.5% | 60.4%-33.9pp | 71.6%-45.1pp | 69.5%-43.1pp |
| Annual return | 13.58% | 22.26%-8.7pp | 35.38%-21.8pp | 25.83%-12.3pp |
| Employer contribution / active EE | $1,000 | $1,663-39.9% | $2,629-62.0% | $2,584-61.3% |
| Participant deferral / active EE | $3,584 | $3,244+10.5% | $4,672-23.3% | $4,194-14.5% |
| Admin fee / account holder | $2,099 | $4,839-56.6% | $9,418-77.7% | $7,856-73.3% |