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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 | $429,209 | $181,896+136.0% | $156,551+174.2% | $273,972+56.7% |
| Participation rate | 36.8% | 88.4%-51.5pp | 84.0%-47.2pp | 83.0%-46.2pp |
| Annual return | 6.13% | 30.74%-24.6pp | 32.23%-26.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,574 | $6,248-74.8% | $5,501-71.4% | $4,869-67.7% |
| Participant deferral / active EE | $3,068 | $5,550-44.7% | $4,871-37.0% | $5,287-42.0% |
| Admin fee / account holder | $1,890 | $15,560-87.9% | $13,028-85.5% | $10,133-81.4% |