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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 | $77,896+345.7% | $134,172+158.8% | $82,448+321.1% |
| Participation rate | 23.1% | 62.8%-39.7pp | 72.5%-49.4pp | 68.1%-45.0pp |
| Annual return | 15.04% | 18.21%-3.2pp | 25.30%-10.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,268 | $2,159-41.3% | $3,420-62.9% | $2,551-50.3% |
| Participant deferral / active EE | $2,768 | $3,162-12.5% | $4,690-41.0% | $4,139-33.1% |
| Admin fee / account holder | $8,051 | $6,336+27.1% | $12,016-33.0% | $7,234+11.3% |