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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 | $449,183 | $112,729+298.5% | $98,716+355.0% | $137,256+227.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 10.74% | 38.48%-27.7pp | 31.81%-21.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,183 | $2,725-56.6% | $2,279-48.1% | $4,156-71.5% |
| Participant deferral / active EE | $4,325 | $4,640-6.8% | $4,048+6.8% | $6,407-32.5% |
| Admin fee / account holder | $1,283 | $10,129-87.3% | $8,703-85.3% | $12,270-89.5% |