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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 | $81,403+326.5% | $147,027+136.1% | $87,485+296.8% |
| Participation rate | 23.1% | 63.4%-40.4pp | 73.7%-50.7pp | 68.9%-45.9pp |
| Annual return | 15.04% | 16.51%-1.5pp | 20.23%-5.2pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,268 | $2,205-42.5% | $3,626-65.0% | $2,596-51.2% |
| Participant deferral / active EE | $2,768 | $3,315-16.5% | $4,933-43.9% | $4,274-35.2% |
| Admin fee / account holder | $8,051 | $6,755+19.2% | $12,223-34.1% | $7,775+3.6% |