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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 | $419,176 | $177,156+136.6% | $147,027+185.1% | $154,746+170.9% |
| Participation rate | 44.4% | 79.4%-34.9pp | 73.7%-29.3pp | 80.7%-36.3pp |
| Annual return | 12.82% | 21.94%-9.1pp | 20.23%-7.4pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,845 | $4,336-34.4% | $3,626-21.5% | $4,379-35.0% |
| Participant deferral / active EE | $7,179 | $5,797+23.8% | $4,933+45.5% | $6,730+6.7% |
| Admin fee / account holder | $1,253 | $14,904-91.6% | $12,223-89.7% | $14,365-91.3% |