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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 | $387,186 | $174,018+122.5% | $136,833+183.0% | $198,609+94.9% |
| Participation rate | 28.6% | 65.1%-36.6pp | 59.0%-30.5pp | 82.4%-53.8pp |
| Annual return | 13.86% | 35.16%-21.3pp | 35.32%-21.5pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,627 | $1,571+3.6% | $1,319+23.4% | $5,055-67.8% |
| Participant deferral / active EE | $8,000 | $2,873+178.4% | $2,441+227.8% | $6,977+14.7% |
| Admin fee / account holder | $4,265 | $5,434-21.5% | $4,706-9.4% | $19,030-77.6% |