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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 | $271,919 | $76,407+255.9% | $150,298+80.9% | $82,448+229.8% |
| Participation rate | 28.6% | 66.4%-37.8pp | 77.8%-49.2pp | 68.1%-39.5pp |
| Annual return | 20.42% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,043 | $2,614-60.1% | $4,154-74.9% | $2,551-59.1% |
| Participant deferral / active EE | $3,111 | $3,214-3.2% | $5,453-42.9% | $4,139-24.8% |
| Admin fee / account holder | $48,814 | $6,352+668.5% | $14,116+245.8% | $7,234+574.8% |