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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 | $441,605 | $70,366+527.6% | $66,674+562.3% | $138,895+217.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 15.68% | 386.41%-370.7pp | 321.24%-305.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $709 | $2,765-74.4% | $2,620-73.0% | $4,194-83.1% |
| Participant deferral / active EE | $9,671 | $4,374+121.1% | $4,084+136.8% | $6,396+51.2% |
| Admin fee / account holder | $2,568 | $5,262-51.2% | $5,098-49.6% | $12,562-79.6% |