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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 | $341,783 | $81,504+319.3% | $102,437+233.7% | $80,959+322.2% |
| Participation rate | 20.9% | 66.9%-45.9pp | 74.5%-53.6pp | 67.7%-46.7pp |
| Annual return | 13.46% | 25.60%-12.1pp | 24.95%-11.5pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,012 | $3,104-67.4% | $3,871-73.9% | $2,757-63.3% |
| Participant deferral / active EE | $3,074 | $3,871-20.6% | $5,060-39.2% | $4,300-28.5% |
| Admin fee / account holder | $708 | $6,719-89.5% | $8,388-91.6% | $6,925-89.8% |