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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 | $459,581 | $81,504+463.9% | $102,437+348.6% | $80,959+467.7% |
| Participation rate | 30.8% | 66.9%-36.1pp | 74.5%-43.7pp | 67.7%-36.9pp |
| Annual return | 10.59% | 25.60%-15.0pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,182 | $3,104-61.9% | $3,871-69.5% | $2,757-57.1% |
| Participant deferral / active EE | $3,298 | $3,871-14.8% | $5,060-34.8% | $4,300-23.3% |
| Admin fee / account holder | $4,849 | $6,719-27.8% | $8,388-42.2% | $6,925-30.0% |