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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 | $488,330 | $174,379+180.0% | $152,093+221.1% | $138,895+251.6% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 14.74% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,088 | $4,652-76.6% | $4,175-74.0% | $4,194-74.1% |
| Participant deferral / active EE | $5,711 | $6,159-7.3% | $5,451+4.8% | $6,396-10.7% |
| Admin fee / account holder | $30,914 | $16,880+83.1% | $14,497+113.3% | $12,562+146.1% |