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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 | $364,868 | $181,062+101.5% | $158,223+130.6% | $155,188+135.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 19.64% | 57.39%-37.7pp | 52.09%-32.4pp | 148.84%-129.2pp |
| Employer contribution / active EE | $1,160 | $4,565-74.6% | $4,109-71.8% | $4,248-72.7% |
| Participant deferral / active EE | $2,846 | $6,134-53.6% | $5,467-47.9% | $6,531-56.4% |
| Admin fee / account holder | $4,215 | $18,825-77.6% | $16,047-73.7% | $14,480-70.9% |