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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 | $390,488 | $126,661+208.3% | $113,397+244.4% | $138,895+181.1% |
| Participation rate | 38.5% | 79.4%-41.0pp | 76.5%-38.0pp | 79.9%-41.5pp |
| Annual return | 10.90% | 25.05%-14.2pp | 23.20%-12.3pp | 145.39%-134.5pp |
| Employer contribution / active EE | $1,582 | $3,456-54.2% | $2,977-46.9% | $4,194-62.3% |
| Participant deferral / active EE | $5,401 | $5,693-5.1% | $5,076+6.4% | $6,396-15.6% |
| Admin fee / account holder | $33,219 | $14,549+128.3% | $11,957+177.8% | $12,562+164.4% |