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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 | $391,154 | $63,703+514.0% | $93,063+320.3% | $82,448+374.4% |
| Participation rate | 22.2% | 63.8%-41.6pp | 72.1%-49.9pp | 68.1%-45.8pp |
| Annual return | 17.38% | -775.43%+792.8pp | 34.15%-16.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,484 | $1,729-14.1% | $2,476-40.1% | $2,551-41.8% |
| Participant deferral / active EE | $5,956 | $2,919+104.0% | $3,958+50.5% | $4,139+43.9% |
| Admin fee / account holder | $3,262 | $5,982-45.5% | $6,033-45.9% | $7,234-54.9% |