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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 | $380,892 | $181,062+110.4% | $158,223+140.7% | $155,188+145.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 19.79% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,211 | $4,565-73.5% | $4,109-70.5% | $4,248-71.5% |
| Participant deferral / active EE | $8,527 | $6,134+39.0% | $5,467+56.0% | $6,531+30.6% |
| Admin fee / account holder | $5,936 | $18,825-68.5% | $16,047-63.0% | $14,480-59.0% |