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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 | $592,744 | $83,898+606.5% | $133,346+344.5% | $94,015+530.5% |
| Participation rate | 16.1% | 63.4%-47.2pp | 72.8%-56.7pp | 70.8%-54.7pp |
| Annual return | 17.00% | 16.00%+1.0pp | 36.85%-19.9pp | 17.84%-0.8pp |
| Employer contribution / active EE | $402 | $1,821-77.9% | $2,853-85.9% | $2,790-85.6% |
| Participant deferral / active EE | $2,243 | $3,245-30.9% | $4,332-48.2% | $4,249-47.2% |
| Admin fee / account holder | $3,866 | $7,809-50.5% | $14,264-72.9% | $8,951-56.8% |