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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 | $376,242 | $81,476+361.8% | $102,383+267.5% | $80,925+364.9% |
| Participation rate | 22.2% | 66.8%-44.6pp | 74.5%-52.3pp | 67.7%-45.4pp |
| Annual return | 15.38% | 25.59%-10.2pp | 24.94%-9.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,890 | $3,105-39.1% | $3,870-51.2% | $2,756-31.4% |
| Participant deferral / active EE | $3,013 | $3,871-22.2% | $5,060-40.5% | $4,299-29.9% |
| Admin fee / account holder | $27,292 | $6,717+306.3% | $8,391+225.2% | $6,940+293.3% |