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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 | $436,586 | $103,164+323.2% | $90,259+383.7% | $154,746+182.1% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 13.16% | 19.25%-6.1pp | 18.88%-5.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $413 | $2,532-83.7% | $2,291-82.0% | $4,379-90.6% |
| Participant deferral / active EE | $3,809 | $4,422-13.9% | $3,827-0.5% | $6,730-43.4% |
| Admin fee / account holder | $3,139 | $8,593-63.5% | $7,267-56.8% | $14,365-78.1% |