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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 | $422,472 | $209,336+101.8% | $197,124+114.3% | $137,256+207.8% |
| Participation rate | 47.6% | 87.3%-39.7pp | 86.7%-39.1pp | 80.0%-32.3pp |
| Annual return | 15.43% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,364 | $6,591-79.3% | $6,227-78.1% | $4,156-67.2% |
| Participant deferral / active EE | $4,153 | $9,614-56.8% | $9,135-54.5% | $6,407-35.2% |
| Admin fee / account holder | $1,589 | $17,308-90.8% | $16,298-90.2% | $12,270-87.0% |