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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 | $439,694 | $124,425+253.4% | $112,040+292.4% | $137,256+220.3% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 12.33% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,855 | $3,411-45.6% | $2,954-37.2% | $4,156-55.4% |
| Participant deferral / active EE | $2,319 | $5,718-59.4% | $5,098-54.5% | $6,407-63.8% |
| Admin fee / account holder | $5,342 | $15,207-64.9% | $12,098-55.8% | $12,270-56.5% |