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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 | $289,605 | $172,111+68.3% | $150,298+92.7% | $137,256+111.0% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 16.42% | 69.37%-52.9pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,143 | $4,636-75.3% | $4,154-72.5% | $4,156-72.5% |
| Participant deferral / active EE | $5,684 | $6,166-7.8% | $5,453+4.2% | $6,407-11.3% |
| Admin fee / account holder | $2,524 | $16,471-84.7% | $14,116-82.1% | $12,270-79.4% |