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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 | $100,194+259.2% | $122,979+192.6% | $86,983+313.8% |
| Participation rate | 16.7% | 73.0%-56.3pp | 77.2%-60.5pp | 69.5%-52.9pp |
| Annual return | 20.97% | 16.47%+4.5pp | 20.12%+0.9pp | 25.83%-4.9pp |
| Employer contribution / active EE | $1,087 | $2,326-53.2% | $3,062-64.5% | $2,584-57.9% |
| Participant deferral / active EE | $2,378 | $4,133-42.5% | $5,003-52.5% | $4,194-43.3% |
| Admin fee / account holder | $2,894 | $10,148-71.5% | $12,864-77.5% | $7,856-63.2% |