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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 | $381,648 | $114,119+234.4% | $107,187+256.1% | $138,895+174.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 15.97% | 273.21%-257.2pp | 204.55%-188.6pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,134 | $4,059-72.1% | $3,782-70.0% | $4,194-73.0% |
| Participant deferral / active EE | $2,640 | $5,538-52.3% | $5,096-48.2% | $6,396-58.7% |
| Admin fee / account holder | $3,169 | $10,024-68.4% | $9,162-65.4% | $12,562-74.8% |