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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 | $453,447 | $185,312+144.7% | $161,489+180.8% | $154,746+193.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 12.97% | 103.84%-90.9pp | 89.72%-76.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,301 | $4,769-72.7% | $4,268-69.5% | $4,379-70.3% |
| Participant deferral / active EE | $2,617 | $6,350-58.8% | $5,630-53.5% | $6,730-61.1% |
| Admin fee / account holder | $2,760 | $18,654-85.2% | $16,006-82.8% | $14,365-80.8% |