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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 | $407,968 | $162,967+150.3% | $135,792+200.4% | $138,895+193.7% |
| Participation rate | 36.4% | 78.3%-42.0pp | 72.6%-36.2pp | 79.9%-43.6pp |
| Annual return | 14.37% | 30.08%-15.7pp | 25.96%-11.6pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,631 | $4,211-61.3% | $3,496-53.4% | $4,194-61.1% |
| Participant deferral / active EE | $11,202 | $5,640+98.6% | $4,759+135.4% | $6,396+75.1% |
| Admin fee / account holder | $3,473 | $15,306-77.3% | $12,266-71.7% | $12,562-72.4% |