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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 | $327,717 | $126,113+159.9% | $116,096+182.3% | $155,188+111.2% |
| Participation rate | 57.1% | 75.1%-18.0pp | 73.3%-16.2pp | 80.8%-23.7pp |
| Annual return | 16.91% | 391.72%-374.8pp | 326.25%-309.3pp | 148.84%-131.9pp |
| Employer contribution / active EE | $888 | $2,672-66.8% | $2,503-64.5% | $4,248-79.1% |
| Participant deferral / active EE | $4,649 | $4,162+11.7% | $3,952+17.7% | $6,531-28.8% |
| Admin fee / account holder | $1,417 | $8,045-82.4% | $7,704-81.6% | $14,480-90.2% |