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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 | $315,193 | $57,140+451.6% | $85,240+269.8% | $80,959+289.3% |
| Participation rate | 34.0% | 56.4%-22.4pp | 67.5%-33.5pp | 67.7%-33.6pp |
| Annual return | 16.12% | 21.71%-5.6pp | 66.75%-50.6pp | 35.67%-19.5pp |
| Employer contribution / active EE | $4,612 | $1,802+155.9% | $2,735+68.6% | $2,757+67.3% |
| Participant deferral / active EE | $4,972 | $3,115+59.6% | $4,527+9.8% | $4,300+15.6% |
| Admin fee / account holder | $14,767 | $4,992+195.8% | $6,165+139.5% | $6,925+113.2% |