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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 | $254,621 | $94,031+170.8% | $115,768+119.9% | $82,448+208.8% |
| Participation rate | 41.3% | 70.4%-29.1pp | 74.4%-33.1pp | 68.1%-26.8pp |
| Annual return | 15.89% | 20.61%-4.7pp | 100.46%-84.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,465 | $2,323-36.9% | $2,940-50.2% | $2,551-42.6% |
| Participant deferral / active EE | $2,572 | $3,972-35.2% | $4,917-47.7% | $4,139-37.9% |
| Admin fee / account holder | $1,733 | $10,249-83.1% | $12,439-86.1% | $7,234-76.1% |