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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 | $454,589 | $118,488+283.7% | $98,462+361.7% | $139,487+225.9% |
| Participation rate | 42.1% | 77.5%-35.4pp | 75.2%-33.1pp | 80.3%-38.2pp |
| Annual return | 12.20% | 18.96%-6.8pp | 21.17%-9.0pp | 373.84%-361.6pp |
| Employer contribution / active EE | $1,601 | $3,611-55.7% | $3,049-47.5% | $4,755-66.3% |
| Participant deferral / active EE | $4,952 | $5,393-8.2% | $4,738+4.5% | $6,713-26.2% |
| Admin fee / account holder | $112,305 | $13,868+709.8% | $8,875+1165.5% | $11,407+884.5% |