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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 | $172,111+131.6% | $150,298+165.2% | $137,256+190.3% |
| Participation rate | 41.7% | 81.7%-40.0pp | 77.8%-36.1pp | 80.0%-38.3pp |
| Annual return | 13.54% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,091 | $4,636-76.5% | $4,154-73.7% | $4,156-73.7% |
| Participant deferral / active EE | $4,910 | $6,166-20.4% | $5,453-10.0% | $6,407-23.4% |
| Admin fee / account holder | $2,094 | $16,471-87.3% | $14,116-85.2% | $12,270-82.9% |