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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 | $263,968 | $83,898+214.6% | $133,346+98.0% | $94,015+180.8% |
| Participation rate | 23.1% | 63.4%-40.3pp | 72.8%-49.8pp | 70.8%-47.7pp |
| Annual return | 15.82% | 16.00%-0.2pp | 36.85%-21.0pp | 17.84%-2.0pp |
| Employer contribution / active EE | $1,070 | $1,821-41.2% | $2,853-62.5% | $2,790-61.6% |
| Participant deferral / active EE | $2,565 | $3,245-21.0% | $4,332-40.8% | $4,249-39.6% |
| Admin fee / account holder | $3,555 | $7,809-54.5% | $14,264-75.1% | $8,951-60.3% |