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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 | $385,538 | $136,860+181.7% | $120,344+220.4% | $154,746+149.1% |
| Participation rate | 44.4% | 79.9%-35.4pp | 76.7%-32.3pp | 80.7%-36.3pp |
| Annual return | 13.54% | 21.38%-7.8pp | 20.30%-6.8pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,063 | $3,533-41.6% | $3,020-31.7% | $4,379-52.9% |
| Participant deferral / active EE | $6,826 | $5,793+17.8% | $5,135+32.9% | $6,730+1.4% |
| Admin fee / account holder | $1,131 | $15,393-92.7% | $12,742-91.1% | $14,365-92.1% |