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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 | $346,623 | $69,273+400.4% | $90,796+281.8% | $82,637+319.5% |
| Participation rate | 19.7% | 64.0%-44.3pp | 69.5%-49.8pp | 68.1%-48.3pp |
| Annual return | 17.54% | 18.37%-0.8pp | 19.29%-1.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,005 | $1,865-46.1% | $2,294-56.2% | $2,552-60.6% |
| Participant deferral / active EE | $2,235 | $3,047-26.7% | $3,822-41.5% | $4,126-45.8% |
| Admin fee / account holder | $746 | $5,511-86.5% | $7,024-89.4% | $7,339-89.8% |