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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 | $126,661+247.1% | $113,397+287.7% | $138,895+216.6% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.5%-43.2pp | 79.9%-46.6pp |
| Annual return | 12.33% | 25.05%-12.7pp | 23.20%-10.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,855 | $3,456-46.3% | $2,977-37.7% | $4,194-55.8% |
| Participant deferral / active EE | $2,319 | $5,693-59.3% | $5,076-54.3% | $6,396-63.7% |
| Admin fee / account holder | $5,342 | $14,549-63.3% | $11,957-55.3% | $12,562-57.5% |