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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 | $302,000 | $63,809+373.3% | $81,353+271.2% | $80,935+273.1% |
| Participation rate | 17.8% | 63.9%-46.1pp | 69.5%-51.7pp | 67.7%-49.9pp |
| Annual return | 13.29% | 16.37%-3.1pp | 24.82%-11.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $911 | $1,981-54.0% | $2,464-63.0% | $2,757-67.0% |
| Participant deferral / active EE | $2,066 | $3,093-33.2% | $3,885-46.8% | $4,299-52.0% |
| Admin fee / account holder | $1,267 | $5,686-77.7% | $5,766-78.0% | $6,924-81.7% |