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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 | $441,379 | $114,013+287.1% | $103,693+325.7% | $155,188+184.4% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.2pp | 80.8%-35.3pp |
| Annual return | 15.63% | 49.31%-33.7pp | 47.61%-32.0pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,648 | $3,131-47.4% | $2,920-43.6% | $4,248-61.2% |
| Participant deferral / active EE | $5,464 | $4,970+9.9% | $4,579+19.3% | $6,531-16.3% |
| Admin fee / account holder | $64,857 | $8,407+671.5% | $7,858+725.4% | $14,480+347.9% |