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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 | $341,467 | $124,425+174.4% | $112,040+204.8% | $137,256+148.8% |
| Participation rate | 29.4% | 79.3%-49.9pp | 76.5%-47.1pp | 80.0%-50.5pp |
| Annual return | 14.94% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,017 | $3,411-70.2% | $2,954-65.6% | $4,156-75.5% |
| Participant deferral / active EE | $3,813 | $5,718-33.3% | $5,098-25.2% | $6,407-40.5% |
| Admin fee / account holder | $1,260 | $15,207-91.7% | $12,098-89.6% | $12,270-89.7% |