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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 | $377,553 | $76,834+391.4% | $108,359+248.4% | $87,485+331.6% |
| Participation rate | 40.9% | 61.7%-20.8pp | 70.1%-29.2pp | 68.9%-28.0pp |
| Annual return | 15.91% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $533 | $1,556-65.8% | $2,399-77.8% | $2,596-79.5% |
| Participant deferral / active EE | $2,964 | $3,100-4.4% | $4,137-28.4% | $4,274-30.6% |
| Admin fee / account holder | $945 | $6,537-85.5% | $9,741-90.3% | $7,775-87.8% |