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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 | $255,918 | $123,478+107.3% | $216,567+18.2% | $94,015+172.2% |
| Participation rate | 34.4% | 75.1%-40.7pp | 81.6%-47.2pp | 70.8%-36.4pp |
| Annual return | 14.04% | 23.61%-9.6pp | 12.94%+1.1pp | 17.84%-3.8pp |
| Employer contribution / active EE | $2,105 | $3,136-32.9% | $5,216-59.6% | $2,790-24.6% |
| Participant deferral / active EE | $3,359 | $4,556-26.3% | $6,191-45.7% | $4,249-21.0% |
| Admin fee / account holder | $392 | $12,753-96.9% | $21,981-98.2% | $8,951-95.6% |