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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 | $406,347 | $174,379+133.0% | $152,093+167.2% | $138,895+192.6% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 13.07% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,398 | $4,652-69.9% | $4,175-66.5% | $4,194-66.7% |
| Participant deferral / active EE | $6,056 | $6,159-1.7% | $5,451+11.1% | $6,396-5.3% |
| Admin fee / account holder | $17,553 | $16,880+4.0% | $14,497+21.1% | $12,562+39.7% |