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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 | $124,425+239.6% | $112,040+277.1% | $137,256+207.8% |
| Participation rate | 41.2% | 79.3%-38.1pp | 76.5%-35.3pp | 80.0%-38.8pp |
| Annual return | 12.77% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,740 | $3,411-49.0% | $2,954-41.1% | $4,156-58.1% |
| Participant deferral / active EE | $5,617 | $5,718-1.8% | $5,098+10.2% | $6,407-12.3% |
| Admin fee / account holder | $1,123 | $15,207-92.6% | $12,098-90.7% | $12,270-90.8% |