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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 | $421,009 | $106,280+296.1% | $96,538+336.1% | $139,487+201.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 11.63% | 38.48%-26.9pp | 35.74%-24.1pp | 373.84%-362.2pp |
| Employer contribution / active EE | $1,703 | $4,107-58.5% | $3,740-54.5% | $4,755-64.2% |
| Participant deferral / active EE | $13,369 | $5,457+145.0% | $4,880+173.9% | $6,713+99.2% |
| Admin fee / account holder | $1,350 | $7,888-82.9% | $6,737-80.0% | $11,407-88.2% |