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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 | $265,095 | $71,057+273.1% | $93,654+183.1% | $80,874+227.8% |
| Participation rate | 32.1% | 60.4%-28.3pp | 68.7%-36.6pp | 67.6%-35.5pp |
| Annual return | 19.37% | 11.26%+8.1pp | 133.34%-114.0pp | 35.62%-16.2pp |
| Employer contribution / active EE | $1,175 | $1,564-24.9% | $2,421-51.5% | $2,756-57.4% |
| Participant deferral / active EE | $1,915 | $4,034-52.5% | $4,413-56.6% | $4,297-55.4% |
| Admin fee / account holder | $6,305 | $6,944-9.2% | $8,282-23.9% | $6,935-9.1% |