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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 | $353,505 | $88,996+297.2% | $78,004+353.2% | $138,895+154.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.4%-29.4pp | 79.9%-39.9pp |
| Annual return | 22.10% | 28.03%-5.9pp | 31.07%-9.0pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,840 | $2,917-36.9% | $2,469-25.5% | $4,194-56.1% |
| Participant deferral / active EE | $7,475 | $4,724+58.2% | $4,092+82.7% | $6,396+16.9% |
| Admin fee / account holder | $2,517 | $8,807-71.4% | $7,578-66.8% | $12,562-80.0% |