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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 | $329,216 | $172,111+91.3% | $150,298+119.0% | $137,256+139.9% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 20.55% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,454 | $4,636-68.6% | $4,154-65.0% | $4,156-65.0% |
| Participant deferral / active EE | $5,111 | $6,166-17.1% | $5,453-6.3% | $6,407-20.2% |
| Admin fee / account holder | $5,000 | $16,471-69.6% | $14,116-64.6% | $12,270-59.2% |