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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 | $359,895 | $97,550+268.9% | $120,344+199.1% | $87,485+311.4% |
| Participation rate | 16.7% | 72.8%-56.2pp | 76.7%-60.0pp | 68.9%-52.3pp |
| Annual return | 20.97% | 18.41%+2.6pp | 20.30%+0.7pp | 26.06%-5.1pp |
| Employer contribution / active EE | $1,087 | $2,291-52.5% | $3,020-64.0% | $2,596-58.1% |
| Participant deferral / active EE | $2,378 | $4,230-43.8% | $5,135-53.7% | $4,274-44.4% |
| Admin fee / account holder | $2,894 | $9,543-69.7% | $12,742-77.3% | $7,775-62.8% |