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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 | $286,733 | $111,814+156.4% | $103,378+177.4% | $145,978+96.4% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 13.40% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,216 | $4,215-71.2% | $3,870-68.6% | $4,662-73.9% |
| Participant deferral / active EE | $2,959 | $5,618-47.3% | $5,058-41.5% | $6,690-55.8% |
| Admin fee / account holder | $924 | $9,764-90.5% | $8,401-89.0% | $13,400-93.1% |