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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 | $136,860+149.5% | $120,344+183.7% | $154,746+120.7% |
| Participation rate | 29.4% | 79.9%-50.5pp | 76.7%-47.3pp | 80.7%-51.3pp |
| Annual return | 14.94% | 21.38%-6.4pp | 20.30%-5.4pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,017 | $3,533-71.2% | $3,020-66.3% | $4,379-76.8% |
| Participant deferral / active EE | $3,813 | $5,793-34.2% | $5,135-25.7% | $6,730-43.3% |
| Admin fee / account holder | $1,260 | $15,393-91.8% | $12,742-90.1% | $14,365-91.2% |