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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 | $312,246 | $124,425+151.0% | $112,040+178.7% | $137,256+127.5% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 12.52% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,040 | $3,411-69.5% | $2,954-64.8% | $4,156-75.0% |
| Participant deferral / active EE | $5,348 | $5,718-6.5% | $5,098+4.9% | $6,407-16.5% |
| Admin fee / account holder | $2,894 | $15,207-81.0% | $12,098-76.1% | $12,270-76.4% |