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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 | $360,646 | $148,623+142.7% | $135,974+165.2% | $139,466+158.6% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 15.21% | 79.30%-64.1pp | 68.30%-53.1pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,878 | $5,246-64.2% | $4,859-61.4% | $4,754-60.5% |
| Participant deferral / active EE | $4,013 | $8,103-50.5% | $7,760-48.3% | $6,712-40.2% |
| Admin fee / account holder | $626 | $12,406-95.0% | $10,767-94.2% | $11,409-94.5% |