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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 | $303,387 | $177,595+70.8% | $148,496+104.3% | $198,609+52.8% |
| Participation rate | 38.5% | 79.3%-40.8pp | 76.0%-37.6pp | 82.4%-43.9pp |
| Annual return | 14.88% | 9.97%+4.9pp | 12.33%+2.6pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,441 | $4,098-64.8% | $3,497-58.8% | $5,055-71.5% |
| Participant deferral / active EE | $6,877 | $5,539+24.2% | $4,808+43.0% | $6,977-1.4% |
| Admin fee / account holder | $2,650 | $27,010-90.2% | $19,547-86.4% | $19,030-86.1% |