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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 | $421,139 | $172,111+144.7% | $150,298+180.2% | $137,256+206.8% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 17.58% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $7,637 | $4,636+64.7% | $4,154+83.8% | $4,156+83.7% |
| Participant deferral / active EE | $8,732 | $6,166+41.6% | $5,453+60.1% | $6,407+36.3% |
| Admin fee / account holder | $1,122 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |