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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 | $390,794 | $112,729+246.7% | $98,716+295.9% | $137,256+184.7% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 16.74% | 38.48%-21.7pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,570 | $2,725-42.4% | $2,279-31.1% | $4,156-62.2% |
| Participant deferral / active EE | $7,289 | $4,640+57.1% | $4,048+80.1% | $6,407+13.8% |
| Admin fee / account holder | $2,482 | $10,129-75.5% | $8,703-71.5% | $12,270-79.8% |