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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 | $250,692 | $63,773+293.1% | $81,286+208.4% | $80,925+209.8% |
| Participation rate | 39.5% | 63.9%-24.4pp | 69.5%-30.0pp | 67.7%-28.2pp |
| Annual return | 15.70% | 16.37%-0.7pp | 24.80%-9.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $1,188 | $1,979-40.0% | $2,463-51.8% | $2,756-56.9% |
| Participant deferral / active EE | $2,907 | $3,093-6.0% | $3,883-25.1% | $4,299-32.4% |
| Admin fee / account holder | $4,664 | $5,682-17.9% | $5,764-19.1% | $6,940-32.8% |