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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 | $57,073+559.7% | $85,126+342.3% | $80,925+365.3% |
| Participation rate | 11.1% | 56.4%-45.3pp | 67.5%-56.4pp | 67.7%-56.5pp |
| Annual return | 22.87% | 21.69%+1.2pp | 66.63%-43.8pp | 35.65%-12.8pp |
| Employer contribution / active EE | $304 | $1,801-83.1% | $2,731-88.9% | $2,756-89.0% |
| Participant deferral / active EE | $1,929 | $3,113-38.0% | $4,523-57.3% | $4,299-55.1% |
| Admin fee / account holder | $2,981 | $4,988-40.2% | $6,160-51.6% | $6,940-57.0% |