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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 | $347,146 | $81,504+325.9% | $102,437+238.9% | $80,959+328.8% |
| Participation rate | 44.7% | 66.9%-22.1pp | 74.5%-29.8pp | 67.7%-22.9pp |
| Annual return | 34.41% | 25.60%+8.8pp | 24.95%+9.5pp | 35.67%-1.3pp |
| Employer contribution / active EE | $1,581 | $3,104-49.1% | $3,871-59.2% | $2,757-42.7% |
| Participant deferral / active EE | $4,067 | $3,871+5.1% | $5,060-19.6% | $4,300-5.4% |
| Admin fee / account holder | $4,412 | $6,719-34.3% | $8,388-47.4% | $6,925-36.3% |