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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 | $376,659 | $78,690+378.7% | $161,489+133.2% | $87,485+330.5% |
| Participation rate | 35.5% | 67.5%-32.0pp | 78.7%-43.2pp | 68.9%-33.4pp |
| Annual return | 14.58% | 32.74%-18.2pp | 89.72%-75.1pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,365 | $2,588-47.3% | $4,268-68.0% | $2,596-47.4% |
| Participant deferral / active EE | $3,493 | $3,311+5.5% | $5,630-38.0% | $4,274-18.3% |
| Admin fee / account holder | $3,378 | $6,724-49.8% | $16,006-78.9% | $7,775-56.5% |