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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 | $280,580 | $101,752+175.7% | $164,928+70.1% | $80,911+246.8% |
| Participation rate | 41.5% | 71.8%-30.4pp | 78.6%-37.2pp | 67.6%-26.2pp |
| Annual return | 13.96% | 16.73%-2.8pp | 70.08%-56.1pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,182 | $2,953-26.1% | $4,343-49.8% | $2,756-20.8% |
| Participant deferral / active EE | $4,599 | $4,477+2.7% | $6,034-23.8% | $4,297+7.0% |
| Admin fee / account holder | $26,756 | $8,218+225.6% | $12,684+110.9% | $6,935+285.8% |