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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 | $434,908 | $101,618+328.0% | $93,063+367.3% | $137,256+216.9% |
| Participation rate | 40.9% | 74.9%-34.0pp | 72.1%-31.2pp | 80.0%-39.1pp |
| Annual return | 16.01% | 223.95%-207.9pp | 34.15%-18.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,486 | $2,707-8.2% | $2,476+0.4% | $4,156-40.2% |
| Participant deferral / active EE | $5,530 | $4,279+29.2% | $3,958+39.7% | $6,407-13.7% |
| Admin fee / account holder | $12,883 | $6,198+107.8% | $6,033+113.5% | $12,270+5.0% |