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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 | $161,352+150.2% | $134,172+200.8% | $137,256+194.1% |
| Participation rate | 37.5% | 78.3%-40.8pp | 72.5%-35.0pp | 80.0%-42.5pp |
| Annual return | 16.83% | 28.72%-11.9pp | 25.30%-8.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,898 | $4,099-29.3% | $3,420-15.3% | $4,156-30.3% |
| Participant deferral / active EE | $4,927 | $5,552-11.3% | $4,690+5.0% | $6,407-23.1% |
| Admin fee / account holder | $4,127 | $15,028-72.5% | $12,016-65.7% | $12,270-66.4% |