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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 | $370,805 | $174,379+112.6% | $152,093+143.8% | $138,895+167.0% |
| Participation rate | 16.7% | 81.6%-65.0pp | 77.8%-61.1pp | 79.9%-63.3pp |
| Annual return | 16.30% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,121 | $4,652-75.9% | $4,175-73.2% | $4,194-73.3% |
| Participant deferral / active EE | $5,239 | $6,159-14.9% | $5,451-3.9% | $6,396-18.1% |
| Admin fee / account holder | $5,658 | $16,880-66.5% | $14,497-61.0% | $12,562-55.0% |