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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 | $421,230 | $162,136+159.8% | $152,301+176.6% | $154,746+172.2% |
| Participation rate | 31.6% | 84.1%-52.5pp | 82.4%-50.9pp | 80.7%-49.1pp |
| Annual return | 16.29% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,790 | $4,890-63.4% | $4,624-61.3% | $4,379-59.1% |
| Participant deferral / active EE | $5,140 | $8,341-38.4% | $8,004-35.8% | $6,730-23.6% |
| Admin fee / account holder | $429 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |