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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 | $413,044 | $122,962+235.9% | $71,585+477.0% | $138,895+197.4% |
| Participation rate | 44.4% | 68.9%-24.4pp | 68.2%-23.7pp | 79.9%-35.5pp |
| Annual return | 20.79% | 37.84%-17.0pp | 59.26%-38.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $806 | $2,620-69.2% | $1,669-51.7% | $4,194-80.8% |
| Participant deferral / active EE | $5,900 | $4,311+36.8% | $2,923+101.8% | $6,396-7.8% |
| Admin fee / account holder | $9,650 | $6,488+48.7% | $4,712+104.8% | $12,562-23.2% |