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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 | $308,483 | $102,609+200.6% | $98,090+214.5% | $138,895+122.1% |
| Participation rate | 33.3% | 82.8%-49.4pp | 81.5%-48.2pp | 79.9%-46.6pp |
| Annual return | 15.89% | 36.44%-20.6pp | 37.05%-21.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $507 | $3,867-86.9% | $3,606-86.0% | $4,194-87.9% |
| Participant deferral / active EE | $6,697 | $8,167-18.0% | $7,845-14.6% | $6,396+4.7% |
| Admin fee / account holder | $3,378 | $11,434-70.5% | $11,815-71.4% | $12,562-73.1% |