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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 | $102,938+218.4% | $94,105+248.2% | $138,895+135.9% |
| Participation rate | 57.1% | 74.6%-17.5pp | 71.9%-14.8pp | 79.9%-22.8pp |
| Annual return | 16.91% | 250.28%-233.4pp | 204.55%-187.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $888 | $2,732-67.5% | $2,504-64.5% | $4,194-78.8% |
| Participant deferral / active EE | $4,649 | $4,196+10.8% | $3,881+19.8% | $6,396-27.3% |
| Admin fee / account holder | $1,417 | $6,600-78.5% | $6,199-77.2% | $12,562-88.7% |