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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 | $374,018 | $178,174+109.9% | $156,181+139.5% | $137,256+172.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 11.42% | 84.19%-72.8pp | 64.87%-53.5pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,406 | $4,972-71.7% | $4,294-67.3% | $4,156-66.2% |
| Participant deferral / active EE | $4,244 | $6,888-38.4% | $6,132-30.8% | $6,407-33.8% |
| Admin fee / account holder | $4,583 | $17,404-73.7% | $14,586-68.6% | $12,270-62.6% |