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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 | $380,291 | $117,904+222.5% | $102,457+271.2% | $145,978+160.5% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 9.33% | 31.80%-22.5pp | 29.41%-20.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,930 | $3,613-46.6% | $3,022-36.1% | $4,662-58.6% |
| Participant deferral / active EE | $2,412 | $5,733-57.9% | $5,054-52.3% | $6,690-63.9% |
| Admin fee / account holder | $3,318 | $13,329-75.1% | $9,451-64.9% | $13,400-75.2% |