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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 | $493,136 | $99,345+396.4% | $84,753+481.9% | $273,972+80.0% |
| Participation rate | 44.4% | 80.7%-36.3pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 8.06% | 22.93%-14.9pp | 22.78%-14.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $10,265 | $4,214+143.6% | $3,574+187.2% | $4,869+110.8% |
| Participant deferral / active EE | $9,534 | $4,270+123.3% | $3,712+156.9% | $5,287+80.3% |
| Admin fee / account holder | $3,174 | $6,645-52.2% | $5,333-40.5% | $10,133-68.7% |