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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 | $272,067 | $177,156+53.6% | $147,027+85.0% | $154,746+75.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 19.48% | 21.94%-2.5pp | 20.23%-0.8pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,201 | $4,336-72.3% | $3,626-66.9% | $4,379-72.6% |
| Participant deferral / active EE | $7,659 | $5,797+32.1% | $4,933+55.3% | $6,730+13.8% |
| Admin fee / account holder | $3,831 | $14,904-74.3% | $12,223-68.7% | $14,365-73.3% |