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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 | $71,215+272.2% | $93,696+182.9% | $80,935+227.5% |
| Participation rate | 32.1% | 60.4%-28.3pp | 68.7%-36.6pp | 67.7%-35.5pp |
| Annual return | 19.37% | 11.27%+8.1pp | 133.74%-114.4pp | 35.66%-16.3pp |
| Employer contribution / active EE | $1,175 | $1,565-24.9% | $2,422-51.5% | $2,757-57.4% |
| Participant deferral / active EE | $1,915 | $4,037-52.6% | $4,417-56.6% | $4,299-55.5% |
| Admin fee / account holder | $6,305 | $6,958-9.4% | $8,287-23.9% | $6,924-8.9% |