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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 | $309,573 | $178,174+73.7% | $156,181+98.2% | $137,256+125.5% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 18.61% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,364 | $4,972-72.6% | $4,294-68.2% | $4,156-67.2% |
| Participant deferral / active EE | $4,546 | $6,888-34.0% | $6,132-25.9% | $6,407-29.0% |
| Admin fee / account holder | $39,344 | $17,404+126.1% | $14,586+169.7% | $12,270+220.6% |