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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 | $305,474 | $124,425+145.5% | $112,040+172.6% | $137,256+122.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 14.73% | 24.72%-10.0pp | 24.52%-9.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,005 | $3,411-70.5% | $2,954-66.0% | $4,156-75.8% |
| Participant deferral / active EE | $5,219 | $5,718-8.7% | $5,098+2.4% | $6,407-18.5% |
| Admin fee / account holder | $769 | $15,207-94.9% | $12,098-93.6% | $12,270-93.7% |