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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 | $372,473 | $102,245+264.3% | $89,340+316.9% | $137,256+171.4% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 16.36% | 21.89%-5.5pp | 20.57%-4.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $891 | $2,529-64.8% | $2,231-60.1% | $4,156-78.6% |
| Participant deferral / active EE | $6,521 | $4,436+47.0% | $3,823+70.6% | $6,407+1.8% |
| Admin fee / account holder | $12,473 | $8,085+54.3% | $6,704+86.1% | $12,270+1.6% |