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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 | $375,165 | $184,014+103.9% | $161,149+132.8% | $138,895+170.1% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.8%-45.5pp | 79.9%-46.6pp |
| Annual return | 10.33% | 21.52%-11.2pp | 21.16%-10.8pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,387 | $5,055-72.6% | $4,360-68.2% | $4,194-66.9% |
| Participant deferral / active EE | $6,585 | $6,909-4.7% | $6,153+7.0% | $6,396+3.0% |
| Admin fee / account holder | $3,894 | $18,027-78.4% | $15,194-74.4% | $12,562-69.0% |