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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 | $315,159 | $99,053+218.2% | $88,179+257.4% | $138,895+126.9% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.1%-24.7pp | 79.9%-35.5pp |
| Annual return | 17.91% | 78.17%-60.3pp | 64.97%-47.1pp | 145.39%-127.5pp |
| Employer contribution / active EE | $502 | $2,882-82.6% | $2,549-80.3% | $4,194-88.0% |
| Participant deferral / active EE | $6,056 | $5,225+15.9% | $4,614+31.3% | $6,396-5.3% |
| Admin fee / account holder | $684 | $8,748-92.2% | $7,673-91.1% | $12,562-94.6% |