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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 | $436,230 | $115,225+278.6% | $100,712+333.1% | $138,895+214.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 14.99% | 40.35%-25.4pp | 33.27%-18.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $854 | $2,771-69.2% | $2,313-63.1% | $4,194-79.6% |
| Participant deferral / active EE | $1,447 | $4,699-69.2% | $4,085-64.6% | $6,396-77.4% |
| Admin fee / account holder | $35,096 | $10,844+223.7% | $9,256+279.2% | $12,562+179.4% |