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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 | $418,784 | $111,814+274.5% | $103,378+305.1% | $145,978+186.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 17.95% | 24.80%-6.9pp | 24.91%-7.0pp | 550.52%-532.6pp |
| Employer contribution / active EE | $1,178 | $4,215-72.1% | $3,870-69.6% | $4,662-74.7% |
| Participant deferral / active EE | $5,185 | $5,618-7.7% | $5,058+2.5% | $6,690-22.5% |
| Admin fee / account holder | $9,988 | $9,764+2.3% | $8,401+18.9% | $13,400-25.5% |