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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 | $393,088 | $156,616+151.0% | $133,346+194.8% | $198,609+97.9% |
| Participation rate | 38.5% | 77.7%-39.3pp | 72.8%-34.4pp | 82.4%-43.9pp |
| Annual return | 9.32% | 44.25%-34.9pp | 36.85%-27.5pp | 202.70%-193.4pp |
| Employer contribution / active EE | $1,260 | $3,368-62.6% | $2,853-55.9% | $5,055-75.1% |
| Participant deferral / active EE | $6,122 | $4,920+24.4% | $4,332+41.3% | $6,977-12.3% |
| Admin fee / account holder | $4,405 | $17,468-74.8% | $14,264-69.1% | $19,030-76.9% |