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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 | $326,876 | $71,230+358.9% | $93,727+248.8% | $80,959+303.8% |
| Participation rate | 17.2% | 60.4%-43.2pp | 68.7%-51.5pp | 67.7%-50.5pp |
| Annual return | 11.65% | 11.26%+0.4pp | 133.83%-122.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $868 | $1,565-44.6% | $2,421-64.2% | $2,757-68.5% |
| Participant deferral / active EE | $2,699 | $4,037-33.2% | $4,417-38.9% | $4,300-37.2% |
| Admin fee / account holder | $13,656 | $6,961+96.2% | $8,292+64.7% | $6,925+97.2% |