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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 | $174,379+111.6% | $152,093+142.7% | $138,895+165.7% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 15.83% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,950 | $4,652-58.1% | $4,175-53.3% | $4,194-53.5% |
| Participant deferral / active EE | $3,326 | $6,159-46.0% | $5,451-39.0% | $6,396-48.0% |
| Admin fee / account holder | $8,002 | $16,880-52.6% | $14,497-44.8% | $12,562-36.3% |