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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 | $317,675 | $101,778+212.1% | $164,975+92.6% | $80,925+292.6% |
| Participation rate | 48.6% | 71.8%-23.3pp | 78.6%-30.0pp | 67.7%-19.1pp |
| Annual return | 13.45% | 16.73%-3.3pp | 70.12%-56.7pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,323 | $2,954-55.2% | $4,343-69.5% | $2,756-52.0% |
| Participant deferral / active EE | $3,041 | $4,477-32.1% | $6,033-49.6% | $4,299-29.3% |
| Admin fee / account holder | $1,638 | $8,221-80.1% | $12,688-87.1% | $6,940-76.4% |