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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 | $73,787+411.7% | $98,716+282.5% | $82,448+357.9% |
| Participation rate | 40.9% | 61.4%-20.5pp | 69.3%-28.4pp | 68.1%-27.2pp |
| Annual return | 15.91% | 18.57%-2.7pp | 31.81%-15.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $533 | $1,511-64.7% | $2,279-76.6% | $2,551-79.1% |
| Participant deferral / active EE | $2,964 | $3,081-3.8% | $4,048-26.8% | $4,139-28.4% |
| Admin fee / account holder | $945 | $6,500-85.5% | $8,703-89.1% | $7,234-86.9% |