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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 | $388,911 | $172,111+126.0% | $150,298+158.8% | $137,256+183.3% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 16.33% | 69.37%-53.0pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,143 | $4,636-53.8% | $4,154-48.4% | $4,156-48.4% |
| Participant deferral / active EE | $8,195 | $6,166+32.9% | $5,453+50.3% | $6,407+27.9% |
| Admin fee / account holder | $3,268 | $16,471-80.2% | $14,116-76.9% | $12,270-73.4% |