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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 | $361,748 | $106,524+239.6% | $152,301+137.5% | $87,485+313.5% |
| Participation rate | 43.8% | 75.8%-32.0pp | 82.4%-38.7pp | 68.9%-25.2pp |
| Annual return | 15.88% | 26.89%-11.0pp | 80.50%-64.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,151 | $3,371-65.9% | $4,624-75.1% | $2,596-55.7% |
| Participant deferral / active EE | $6,016 | $6,525-7.8% | $8,004-24.8% | $4,274+40.8% |
| Admin fee / account holder | $8,526 | $8,287+2.9% | $14,398-40.8% | $7,775+9.7% |