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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 | $430,958 | $110,379+290.4% | $102,412+320.8% | $145,884+195.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 12.76% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,495 | $4,216-64.5% | $3,870-61.4% | $4,662-67.9% |
| Participant deferral / active EE | $3,880 | $5,622-31.0% | $5,060-23.3% | $6,690-42.0% |
| Admin fee / account holder | $4,269 | $9,745-56.2% | $8,388-49.1% | $13,392-68.1% |