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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 | $372,945 | $100,139+272.4% | $85,187+337.8% | $145,884+155.6% |
| Participation rate | 45.0% | 74.1%-29.1pp | 67.5%-22.5pp | 80.3%-35.3pp |
| Annual return | 24.84% | 84.15%-59.3pp | 66.67%-41.8pp | 551.85%-527.0pp |
| Employer contribution / active EE | $1,480 | $3,238-54.3% | $2,732-45.8% | $4,662-68.2% |
| Participant deferral / active EE | $1,768 | $5,296-66.6% | $4,525-60.9% | $6,690-73.6% |
| Admin fee / account holder | $2,455 | $7,262-66.2% | $6,162-60.2% | $13,392-81.7% |