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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 | $403,643 | $162,967+147.7% | $135,792+197.3% | $138,895+190.6% |
| Participation rate | 37.5% | 78.3%-40.8pp | 72.6%-35.1pp | 79.9%-42.4pp |
| Annual return | 16.83% | 30.08%-13.2pp | 25.96%-9.1pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,898 | $4,211-31.2% | $3,496-17.1% | $4,194-30.9% |
| Participant deferral / active EE | $4,927 | $5,640-12.6% | $4,759+3.5% | $6,396-23.0% |
| Admin fee / account holder | $4,127 | $15,306-73.0% | $12,266-66.4% | $12,562-67.1% |