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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 | $472,722 | $112,729+319.3% | $98,716+378.9% | $137,256+244.4% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 15.83% | 38.48%-22.7pp | 31.81%-16.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,206 | $2,725-55.8% | $2,279-47.1% | $4,156-71.0% |
| Participant deferral / active EE | $1,816 | $4,640-60.9% | $4,048-55.1% | $6,407-71.7% |
| Admin fee / account holder | $131,933 | $10,129+1202.6% | $8,703+1416.0% | $12,270+975.2% |