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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 | $309,432 | $124,425+148.7% | $112,040+176.2% | $137,256+125.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 19.56% | 24.72%-5.2pp | 24.52%-5.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,487 | $3,411-56.4% | $2,954-49.7% | $4,156-64.2% |
| Participant deferral / active EE | $1,953 | $5,718-65.8% | $5,098-61.7% | $6,407-69.5% |
| Admin fee / account holder | $6,213 | $15,207-59.1% | $12,098-48.6% | $12,270-49.4% |