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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 | $174,379+128.5% | $152,093+162.0% | $138,895+186.9% |
| Participation rate | 41.7% | 81.6%-40.0pp | 77.8%-36.1pp | 79.9%-38.3pp |
| Annual return | 13.54% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,091 | $4,652-76.5% | $4,175-73.9% | $4,194-74.0% |
| Participant deferral / active EE | $4,910 | $6,159-20.3% | $5,451-9.9% | $6,396-23.2% |
| Admin fee / account holder | $2,094 | $16,880-87.6% | $14,497-85.6% | $12,562-83.3% |