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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 | $259,240 | $72,607+257.0% | $90,259+187.2% | $87,485+196.3% |
| Participation rate | 40.0% | 64.8%-24.8pp | 70.7%-30.7pp | 68.9%-28.9pp |
| Annual return | 18.17% | 18.59%-0.4pp | 18.88%-0.7pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,210 | $1,919-37.0% | $2,291-47.2% | $2,596-53.4% |
| Participant deferral / active EE | $2,380 | $3,055-22.1% | $3,827-37.8% | $4,274-44.3% |
| Admin fee / account holder | $17,369 | $5,947+192.1% | $7,267+139.0% | $7,775+123.4% |