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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 | $294,664 | $172,111+71.2% | $150,298+96.1% | $137,256+114.7% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 15.49% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,328 | $4,636-71.4% | $4,154-68.0% | $4,156-68.0% |
| Participant deferral / active EE | $5,312 | $6,166-13.8% | $5,453-2.6% | $6,407-17.1% |
| Admin fee / account holder | $2,528 | $16,471-84.7% | $14,116-82.1% | $12,270-79.4% |