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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 | $351,367 | $58,057+505.2% | $97,032+262.1% | $86,983+303.9% |
| Participation rate | 14.3% | 60.4%-46.1pp | 71.6%-57.3pp | 69.5%-55.3pp |
| Annual return | 14.51% | 22.26%-7.7pp | 35.38%-20.9pp | 25.83%-11.3pp |
| Employer contribution / active EE | $315 | $1,663-81.1% | $2,629-88.0% | $2,584-87.8% |
| Participant deferral / active EE | $1,019 | $3,244-68.6% | $4,672-78.2% | $4,194-75.7% |
| Admin fee / account holder | $2,912 | $4,839-39.8% | $9,418-69.1% | $7,856-62.9% |