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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 | $406,238 | $172,111+136.0% | $150,298+170.3% | $137,256+196.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 27.76% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $3,682 | $4,636-20.6% | $4,154-11.4% | $4,156-11.4% |
| Participant deferral / active EE | $5,909 | $6,166-4.2% | $5,453+8.4% | $6,407-7.8% |
| Admin fee / account holder | $2,450 | $16,471-85.1% | $14,116-82.6% | $12,270-80.0% |