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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 | $357,023 | $172,111+107.4% | $150,298+137.5% | $137,256+160.1% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 22.49% | 69.37%-46.9pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,030 | $4,636-56.2% | $4,154-51.1% | $4,156-51.2% |
| Participant deferral / active EE | $6,741 | $6,166+9.3% | $5,453+23.6% | $6,407+5.2% |
| Admin fee / account holder | $670 | $16,471-95.9% | $14,116-95.3% | $12,270-94.5% |