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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 | $396,920 | $174,379+127.6% | $152,093+161.0% | $138,895+185.8% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 17.13% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,146 | $4,652-53.9% | $4,175-48.6% | $4,194-48.8% |
| Participant deferral / active EE | $9,398 | $6,159+52.6% | $5,451+72.4% | $6,396+46.9% |
| Admin fee / account holder | $37,533 | $16,880+122.3% | $14,497+158.9% | $12,562+198.8% |