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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 | $460,724 | $114,013+304.1% | $103,693+344.3% | $155,188+196.9% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.2pp | 80.8%-36.4pp |
| Annual return | 17.89% | 49.31%-31.4pp | 47.61%-29.7pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,124 | $3,131-64.1% | $2,920-61.5% | $4,248-73.5% |
| Participant deferral / active EE | $7,234 | $4,970+45.6% | $4,579+58.0% | $6,531+10.8% |
| Admin fee / account holder | $2,623 | $8,407-68.8% | $7,858-66.6% | $14,480-81.9% |