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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 | $174,379+69.0% | $152,093+93.7% | $138,895+112.1% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 15.49% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,328 | $4,652-71.5% | $4,175-68.2% | $4,194-68.3% |
| Participant deferral / active EE | $5,312 | $6,159-13.8% | $5,451-2.6% | $6,396-17.0% |
| Admin fee / account holder | $2,528 | $16,880-85.0% | $14,497-82.6% | $12,562-79.9% |