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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 | $95,404+277.2% | $113,397+217.4% | $82,637+335.5% |
| Participation rate | 16.7% | 72.8%-56.2pp | 76.5%-59.8pp | 68.1%-51.4pp |
| Annual return | 20.97% | 19.08%+1.9pp | 23.20%-2.2pp | 53.51%-32.5pp |
| Employer contribution / active EE | $1,087 | $2,307-52.9% | $2,977-63.5% | $2,552-57.4% |
| Participant deferral / active EE | $2,378 | $4,220-43.7% | $5,076-53.2% | $4,126-42.4% |
| Admin fee / account holder | $2,894 | $9,168-68.4% | $11,957-75.8% | $7,339-60.6% |