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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 | $407,171 | $105,623+285.5% | $87,502+365.3% | $273,972+48.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 13.76% | 12.26%+1.5pp | 12.21%+1.5pp | 41.46%-27.7pp |
| Employer contribution / active EE | $375 | $3,141-88.1% | $2,550-85.3% | $4,869-92.3% |
| Participant deferral / active EE | $8,625 | $3,601+139.5% | $3,149+173.9% | $5,287+63.1% |
| Admin fee / account holder | $10,672 | $4,781+123.2% | $4,221+152.8% | $10,133+5.3% |