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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 | $410,433 | $227,399+80.5% | $189,758+116.3% | $198,609+106.7% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 14.32% | 61.03%-46.7pp | 52.62%-38.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,795 | $5,526-67.5% | $4,767-62.3% | $5,055-64.5% |
| Participant deferral / active EE | $4,286 | $6,837-37.3% | $5,856-26.8% | $6,977-38.6% |
| Admin fee / account holder | $3,968 | $25,162-84.2% | $20,388-80.5% | $19,030-79.2% |