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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 | $74,535+262.3% | $100,712+168.2% | $82,637+226.8% |
| Participation rate | 35.3% | 61.2%-25.9pp | 69.3%-34.0pp | 68.1%-32.8pp |
| Annual return | 22.88% | 18.92%+4.0pp | 33.27%-10.4pp | 53.51%-30.6pp |
| Employer contribution / active EE | $1,203 | $1,503-19.9% | $2,313-48.0% | $2,552-52.9% |
| Participant deferral / active EE | $2,405 | $3,074-21.8% | $4,085-41.1% | $4,126-41.7% |
| Admin fee / account holder | $22,696 | $6,576+245.1% | $9,256+145.2% | $7,339+209.3% |