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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 | $278,823 | $138,312+101.6% | $122,979+126.7% | $155,188+79.7% |
| Participation rate | 25.0% | 80.2%-55.2pp | 77.2%-52.2pp | 80.8%-55.8pp |
| Annual return | 20.54% | 22.06%-1.5pp | 20.12%+0.4pp | 148.84%-128.3pp |
| Employer contribution / active EE | $1,844 | $3,530-47.8% | $3,062-39.8% | $4,248-56.6% |
| Participant deferral / active EE | $15,818 | $5,592+182.8% | $5,003+216.2% | $6,531+142.2% |
| Admin fee / account holder | $31,359 | $15,089+107.8% | $12,864+143.8% | $14,480+116.6% |