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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 | $382,950 | $63,703+501.1% | $93,063+311.5% | $82,448+364.5% |
| Participation rate | 33.3% | 63.8%-30.5pp | 72.1%-38.8pp | 68.1%-34.7pp |
| Annual return | 16.73% | -775.43%+792.2pp | 34.15%-17.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,733 | $1,729+116.0% | $2,476+50.8% | $2,551+46.3% |
| Participant deferral / active EE | $5,518 | $2,919+89.0% | $3,958+39.4% | $4,139+33.3% |
| Admin fee / account holder | $829 | $5,982-86.1% | $6,033-86.3% | $7,234-88.5% |