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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 | $272,485 | $115,225+136.5% | $100,712+170.6% | $138,895+96.2% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 19.00% | 40.35%-21.4pp | 33.27%-14.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,309 | $2,771-52.8% | $2,313-43.4% | $4,194-68.8% |
| Participant deferral / active EE | $1,730 | $4,699-63.2% | $4,085-57.6% | $6,396-72.9% |
| Admin fee / account holder | $3,558 | $10,844-67.2% | $9,256-61.6% | $12,562-71.7% |