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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 | $388,989 | $124,425+212.6% | $112,040+247.2% | $137,256+183.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 17.13% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,775 | $3,411-48.0% | $2,954-39.9% | $4,156-57.3% |
| Participant deferral / active EE | $5,681 | $5,718-0.6% | $5,098+11.4% | $6,407-11.3% |
| Admin fee / account holder | $3,336 | $15,207-78.1% | $12,098-72.4% | $12,270-72.8% |