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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 | $261,551 | $81,504+220.9% | $102,437+155.3% | $80,959+223.1% |
| Participation rate | 27.3% | 66.9%-39.6pp | 74.5%-47.2pp | 67.7%-40.4pp |
| Annual return | 10.48% | 25.60%-15.1pp | 24.95%-14.5pp | 35.67%-25.2pp |
| Employer contribution / active EE | $939 | $3,104-69.7% | $3,871-75.7% | $2,757-65.9% |
| Participant deferral / active EE | $3,830 | $3,871-1.1% | $5,060-24.3% | $4,300-10.9% |
| Admin fee / account holder | $14,268 | $6,719+112.3% | $8,388+70.1% | $6,925+106.0% |