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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 | $369,059 | $172,111+114.4% | $150,298+145.6% | $137,256+168.9% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 15.83% | 69.37%-53.5pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,950 | $4,636-58.0% | $4,154-53.1% | $4,156-53.1% |
| Participant deferral / active EE | $3,326 | $6,166-46.1% | $5,453-39.0% | $6,407-48.1% |
| Admin fee / account holder | $8,002 | $16,471-51.4% | $14,116-43.3% | $12,270-34.8% |