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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 | $475,227 | $76,834+518.5% | $108,359+338.6% | $87,485+443.2% |
| Participation rate | 31.3% | 61.7%-30.5pp | 70.1%-38.9pp | 68.9%-37.7pp |
| Annual return | 12.23% | 19.09%-6.9pp | 36.89%-24.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $371 | $1,556-76.2% | $2,399-84.5% | $2,596-85.7% |
| Participant deferral / active EE | $2,968 | $3,100-4.3% | $4,137-28.3% | $4,274-30.5% |
| Admin fee / account holder | $11,123 | $6,537+70.2% | $9,741+14.2% | $7,775+43.1% |