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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 | $73,787+703.3% | $98,716+500.5% | $82,448+618.9% |
| Participation rate | 16.1% | 61.4%-45.3pp | 69.3%-53.2pp | 68.1%-51.9pp |
| Annual return | 17.00% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $402 | $1,511-73.4% | $2,279-82.4% | $2,551-84.3% |
| Participant deferral / active EE | $2,243 | $3,081-27.2% | $4,048-44.6% | $4,139-45.8% |
| Admin fee / account holder | $3,866 | $6,500-40.5% | $8,703-55.6% | $7,234-46.6% |