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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 | $318,064 | $107,809+195.0% | $90,657+250.8% | $135,380+134.9% |
| Participation rate | 63.6% | 78.0%-14.4pp | 74.0%-10.4pp | 82.6%-19.0pp |
| Annual return | 9.77% | -0.90%+10.7pp | 1.89%+7.9pp | 519.81%-510.0pp |
| Employer contribution / active EE | $1,885 | $3,018-37.5% | $2,532-25.5% | $4,779-60.6% |
| Participant deferral / active EE | $4,124 | $3,872+6.5% | $3,424+20.4% | $5,609-26.5% |
| Admin fee / account holder | $2,694 | $5,931-54.6% | $4,994-46.1% | $10,828-75.1% |