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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 | $390,477 | $152,394+156.2% | $124,067+214.7% | $155,188+151.6% |
| Participation rate | 36.4% | 68.8%-32.5pp | 66.9%-30.5pp | 80.8%-44.4pp |
| Annual return | 15.77% | 34.93%-19.2pp | 31.06%-15.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $485 | $2,398-79.8% | $2,166-77.6% | $4,248-88.6% |
| Participant deferral / active EE | $5,789 | $3,823+51.4% | $3,463+67.2% | $6,531-11.4% |
| Admin fee / account holder | $3,027 | $6,949-56.4% | $7,351-58.8% | $14,480-79.1% |