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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 | $390,655 | $182,442+114.1% | $163,379+139.1% | $138,895+181.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.8%-34.0pp | 79.9%-37.1pp |
| Annual return | 20.18% | 72.74%-52.6pp | 63.41%-43.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,665 | $4,159-60.0% | $3,752-55.6% | $4,194-60.3% |
| Participant deferral / active EE | $10,717 | $6,817+57.2% | $6,282+70.6% | $6,396+67.6% |
| Admin fee / account holder | $2,440 | $10,396-76.5% | $9,818-75.1% | $12,562-80.6% |