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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 | $297,554 | $86,949+242.2% | $102,460+190.4% | $80,959+267.5% |
| Participation rate | 44.0% | 72.4%-28.4pp | 76.5%-32.5pp | 67.7%-23.7pp |
| Annual return | 17.11% | 18.89%-1.8pp | 29.47%-12.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $776 | $2,370-67.3% | $3,025-74.4% | $2,757-71.9% |
| Participant deferral / active EE | $2,103 | $4,121-49.0% | $5,056-58.4% | $4,300-51.1% |
| Admin fee / account holder | $1,786 | $8,048-77.8% | $9,460-81.1% | $6,925-74.2% |