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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 | $329,884 | $154,228+113.9% | $145,433+126.8% | $137,256+140.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.74% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,560 | $4,804-67.5% | $4,554-65.7% | $4,156-62.5% |
| Participant deferral / active EE | $3,150 | $8,216-61.7% | $7,897-60.1% | $6,407-50.8% |
| Admin fee / account holder | $25,016 | $14,344+74.4% | $13,129+90.5% | $12,270+103.9% |