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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 | $347,181 | $87,180+298.2% | $173,703+99.9% | $94,015+269.3% |
| Participation rate | 23.1% | 65.6%-42.5pp | 75.9%-52.8pp | 70.8%-47.7pp |
| Annual return | 15.04% | 14.17%+0.9pp | 17.46%-2.4pp | 17.84%-2.8pp |
| Employer contribution / active EE | $1,268 | $2,494-49.2% | $4,288-70.4% | $2,790-54.5% |
| Participant deferral / active EE | $2,768 | $3,343-17.2% | $4,854-43.0% | $4,249-34.9% |
| Admin fee / account holder | $8,051 | $7,506+7.3% | $15,562-48.3% | $8,951-10.1% |