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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 | $398,522 | $181,062+120.1% | $158,223+151.9% | $155,188+156.8% |
| Participation rate | 41.7% | 82.7%-41.0pp | 79.2%-37.5pp | 80.8%-39.1pp |
| Annual return | 13.54% | 57.39%-43.8pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,091 | $4,565-76.1% | $4,109-73.4% | $4,248-74.3% |
| Participant deferral / active EE | $4,910 | $6,134-20.0% | $5,467-10.2% | $6,531-24.8% |
| Admin fee / account holder | $2,094 | $18,825-88.9% | $16,047-87.0% | $14,480-85.5% |