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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 | $321,803 | $77,574+314.8% | $108,753+195.9% | $86,983+270.0% |
| Participation rate | 33.3% | 62.3%-29.0pp | 71.1%-37.8pp | 69.5%-36.2pp |
| Annual return | 21.94% | 18.42%+3.5pp | 37.47%-15.5pp | 25.83%-3.9pp |
| Employer contribution / active EE | $736 | $1,611-54.3% | $2,427-69.7% | $2,584-71.5% |
| Participant deferral / active EE | $2,613 | $3,128-16.5% | $4,115-36.5% | $4,194-37.7% |
| Admin fee / account holder | $3,575 | $6,529-45.2% | $10,320-65.4% | $7,856-54.5% |