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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 | $380,774 | $114,013+234.0% | $103,693+267.2% | $155,188+145.4% |
| Participation rate | 26.7% | 75.2%-48.5pp | 72.6%-46.0pp | 80.8%-54.1pp |
| Annual return | 21.57% | 49.31%-27.7pp | 47.61%-26.0pp | 148.84%-127.3pp |
| Employer contribution / active EE | $714 | $3,131-77.2% | $2,920-75.6% | $4,248-83.2% |
| Participant deferral / active EE | $6,896 | $4,970+38.8% | $4,579+50.6% | $6,531+5.6% |
| Admin fee / account holder | $1,524 | $8,407-81.9% | $7,858-80.6% | $14,480-89.5% |