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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 | $353,422 | $162,136+118.0% | $152,301+132.1% | $154,746+128.4% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 14.11% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,300 | $4,890-73.4% | $4,624-71.9% | $4,379-70.3% |
| Participant deferral / active EE | $5,100 | $8,341-38.9% | $8,004-36.3% | $6,730-24.2% |
| Admin fee / account holder | $1,667 | $15,759-89.4% | $14,398-88.4% | $14,365-88.4% |