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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 | $410,550 | $86,949+372.2% | $102,460+300.7% | $80,959+407.1% |
| Participation rate | 28.6% | 72.4%-43.8pp | 76.5%-47.9pp | 67.7%-39.1pp |
| Annual return | 23.64% | 18.89%+4.7pp | 29.47%-5.8pp | 35.67%-12.0pp |
| Employer contribution / active EE | $1,394 | $2,370-41.2% | $3,025-53.9% | $2,757-49.5% |
| Participant deferral / active EE | $2,851 | $4,121-30.8% | $5,056-43.6% | $4,300-33.7% |
| Admin fee / account holder | $7,575 | $8,048-5.9% | $9,460-19.9% | $6,925+9.4% |