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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 | $255,412 | $95,453+167.6% | $112,040+128.0% | $82,448+209.8% |
| Participation rate | 25.5% | 72.8%-47.3pp | 76.5%-51.0pp | 68.1%-42.6pp |
| Annual return | 14.19% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,254 | $2,318-2.7% | $2,954-23.7% | $2,551-11.6% |
| Participant deferral / active EE | $2,048 | $4,224-51.5% | $5,098-59.8% | $4,139-50.5% |
| Admin fee / account holder | $30,041 | $9,013+233.3% | $12,098+148.3% | $7,234+315.3% |