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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 | $287,481 | $156,398+83.8% | $147,318+95.1% | $138,895+107.0% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.6pp | 79.9%-34.5pp |
| Annual return | 16.99% | 78.75%-61.8pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,784 | $4,853-63.3% | $4,593-61.2% | $4,194-57.5% |
| Participant deferral / active EE | $5,600 | $8,237-32.0% | $7,906-29.2% | $6,396-12.5% |
| Admin fee / account holder | $3,820 | $14,976-74.5% | $13,708-72.1% | $12,562-69.6% |