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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 | $177,156+169.8% | $147,027+225.1% | $154,746+208.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 73.7%-33.7pp | 80.7%-40.7pp |
| Annual return | 11.01% | 21.94%-10.9pp | 20.23%-9.2pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,280 | $4,336-70.5% | $3,626-64.7% | $4,379-70.8% |
| Participant deferral / active EE | $1,551 | $5,797-73.2% | $4,933-68.6% | $6,730-77.0% |
| Admin fee / account holder | $1,151 | $14,904-92.3% | $12,223-90.6% | $14,365-92.0% |