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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 | $269,902 | $112,729+139.4% | $98,716+173.4% | $137,256+96.6% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 20.53% | 38.48%-18.0pp | 31.81%-11.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,351 | $2,725-50.4% | $2,279-40.7% | $4,156-67.5% |
| Participant deferral / active EE | $6,724 | $4,640+44.9% | $4,048+66.1% | $6,407+4.9% |
| Admin fee / account holder | $1,778 | $10,129-82.4% | $8,703-79.6% | $12,270-85.5% |