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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 | $478,009 | $161,352+196.3% | $134,172+256.3% | $137,256+248.3% |
| Participation rate | 40.0% | 78.3%-38.3pp | 72.5%-32.5pp | 80.0%-40.0pp |
| Annual return | 11.01% | 28.72%-17.7pp | 25.30%-14.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,280 | $4,099-68.8% | $3,420-62.6% | $4,156-69.2% |
| Participant deferral / active EE | $1,551 | $5,552-72.1% | $4,690-66.9% | $6,407-75.8% |
| Admin fee / account holder | $1,151 | $15,028-92.3% | $12,016-90.4% | $12,270-90.6% |