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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 | $336,442 | $94,439+256.3% | $73,658+356.8% | $154,746+117.4% |
| Participation rate | 27.3% | 64.7%-37.4pp | 57.0%-29.8pp | 80.7%-53.4pp |
| Annual return | 31.26% | 28.25%+3.0pp | 29.72%+1.5pp | 172.34%-141.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,761 | $2,527+9.3% | $2,062+33.9% | $6,730-59.0% |
| Admin fee / account holder | $10,071 | $3,843+162.1% | $3,357+200.0% | $14,365-29.9% |