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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 | $174,379+133.0% | $152,093+167.1% | $138,895+192.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 27.76% | 74.86%-47.1pp | 66.36%-38.6pp | 145.39%-117.6pp |
| Employer contribution / active EE | $3,682 | $4,652-20.8% | $4,175-11.8% | $4,194-12.2% |
| Participant deferral / active EE | $5,909 | $6,159-4.1% | $5,451+8.4% | $6,396-7.6% |
| Admin fee / account holder | $2,450 | $16,880-85.5% | $14,497-83.1% | $12,562-80.5% |