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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 | $349,559 | $104,650+234.0% | $83,854+316.9% | $155,188+125.2% |
| Participation rate | 20.0% | 65.1%-45.1pp | 59.1%-39.1pp | 80.8%-60.8pp |
| Annual return | 18.33% | 28.97%-10.6pp | 31.39%-13.1pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,099 | $1,196-8.1% | $1,017+8.0% | $4,248-74.1% |
| Participant deferral / active EE | $4,277 | $2,367+80.7% | $2,035+110.2% | $6,531-34.5% |
| Admin fee / account holder | $2,000 | $3,518-43.2% | $3,197-37.4% | $14,480-86.2% |