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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 | $422,507 | $138,312+205.5% | $122,979+243.6% | $155,188+172.3% |
| Participation rate | 41.2% | 80.2%-39.0pp | 77.2%-36.0pp | 80.8%-39.6pp |
| Annual return | 12.77% | 22.06%-9.3pp | 20.12%-7.3pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,740 | $3,530-50.7% | $3,062-43.2% | $4,248-59.0% |
| Participant deferral / active EE | $5,617 | $5,592+0.4% | $5,003+12.3% | $6,531-14.0% |
| Admin fee / account holder | $1,123 | $15,089-92.6% | $12,864-91.3% | $14,480-92.2% |