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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 | $315,424 | $99,994+215.4% | $146,643+115.1% | $85,847+267.4% |
| Participation rate | 50.0% | 73.1%-23.1pp | 80.1%-30.1pp | 69.3%-19.3pp |
| Annual return | 17.47% | 18.93%-1.5pp | 22.75%-5.3pp | 318.61%-301.1pp |
| Employer contribution / active EE | $772 | $2,559-69.8% | $4,137-81.3% | $2,565-69.9% |
| Participant deferral / active EE | $8,049 | $4,006+100.9% | $5,506+46.2% | $3,952+103.7% |
| Admin fee / account holder | $1,846 | $7,703-76.0% | $10,280-82.0% | $6,261-70.5% |