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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 | $327,302 | $81,331+302.4% | $155,534+110.4% | $80,935+304.4% |
| Participation rate | 48.0% | 66.3%-18.3pp | 78.2%-30.2pp | 67.7%-19.7pp |
| Annual return | 15.64% | 33.37%-17.7pp | 64.92%-49.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,825 | $3,105-41.2% | $4,675-61.0% | $2,757-33.8% |
| Participant deferral / active EE | $4,750 | $3,454+37.5% | $5,630-15.6% | $4,299+10.5% |
| Admin fee / account holder | $5,286 | $7,999-33.9% | $15,900-66.8% | $6,924-23.7% |