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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 | $420,255 | $47,848+778.3% | $81,473+415.8% | $70,126+499.3% |
| Participation rate | 25.9% | 58.3%-32.3pp | 68.0%-42.0pp | 69.5%-43.6pp |
| Annual return | 18.34% | 27.25%-8.9pp | 38.78%-20.4pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,000 | $1,527-34.5% | $2,568-61.1% | $2,343-57.3% |
| Participant deferral / active EE | $2,577 | $2,453+5.0% | $3,537-27.2% | $3,332-22.7% |
| Admin fee / account holder | $2,821 | $3,145-10.3% | $4,561-38.2% | $4,645-39.3% |