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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 | $372,825 | $154,228+141.7% | $145,433+156.4% | $137,256+171.6% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 20.04% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,082 | $4,804-56.7% | $4,554-54.3% | $4,156-49.9% |
| Participant deferral / active EE | $6,930 | $8,216-15.7% | $7,897-12.2% | $6,407+8.2% |
| Admin fee / account holder | $10,415 | $14,344-27.4% | $13,129-20.7% | $12,270-15.1% |