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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 | $435,639 | $156,398+178.5% | $147,318+195.7% | $138,895+213.6% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 15.28% | 78.75%-63.5pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $929 | $4,853-80.9% | $4,593-79.8% | $4,194-77.8% |
| Participant deferral / active EE | $8,558 | $8,237+3.9% | $7,906+8.2% | $6,396+33.8% |
| Admin fee / account holder | $1,418 | $14,976-90.5% | $13,708-89.7% | $12,562-88.7% |