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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 | $376,511 | $57,140+558.9% | $85,240+341.7% | $80,959+365.1% |
| Participation rate | 11.1% | 56.4%-45.3pp | 67.5%-56.4pp | 67.7%-56.6pp |
| Annual return | 22.87% | 21.71%+1.2pp | 66.75%-43.9pp | 35.67%-12.8pp |
| Employer contribution / active EE | $304 | $1,802-83.1% | $2,735-88.9% | $2,757-89.0% |
| Participant deferral / active EE | $1,929 | $3,115-38.1% | $4,527-57.4% | $4,300-55.1% |
| Admin fee / account holder | $2,981 | $4,992-40.3% | $6,165-51.6% | $6,925-57.0% |