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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 | $266,583 | $77,962+241.9% | $178,540+49.3% | $80,935+229.4% |
| Participation rate | 14.8% | 65.7%-50.9pp | 77.1%-62.3pp | 67.7%-52.8pp |
| Annual return | 17.25% | 18.10%-0.8pp | 27.15%-9.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,858 | $4,404-35.1% | $6,281-54.5% | $4,299-33.5% |
| Admin fee / account holder | $3,041 | $7,156-57.5% | $10,424-70.8% | $6,924-56.1% |