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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 | $270,077 | $73,787+266.0% | $98,716+173.6% | $82,448+227.6% |
| Participation rate | 35.3% | 61.4%-26.1pp | 69.3%-34.0pp | 68.1%-32.8pp |
| Annual return | 22.88% | 18.57%+4.3pp | 31.81%-8.9pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,203 | $1,511-20.4% | $2,279-47.2% | $2,551-52.8% |
| Participant deferral / active EE | $2,405 | $3,081-21.9% | $4,048-40.6% | $4,139-41.9% |
| Admin fee / account holder | $22,696 | $6,500+249.2% | $8,703+160.8% | $7,234+213.7% |