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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 | $268,168 | $106,749+151.2% | $145,433+84.4% | $82,448+225.3% |
| Participation rate | 51.3% | 75.6%-24.4pp | 82.1%-30.8pp | 68.1%-16.8pp |
| Annual return | 16.43% | 27.59%-11.2pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,461 | $3,444-28.6% | $4,554-46.0% | $2,551-3.5% |
| Participant deferral / active EE | $6,044 | $6,519-7.3% | $7,897-23.5% | $4,139+46.0% |
| Admin fee / account holder | $29,233 | $8,390+248.4% | $13,129+122.7% | $7,234+304.1% |