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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 | $185,312+121.5% | $161,489+154.2% | $154,746+165.2% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 14.32% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,795 | $4,769-62.4% | $4,268-57.9% | $4,379-59.0% |
| Participant deferral / active EE | $4,286 | $6,350-32.5% | $5,630-23.9% | $6,730-36.3% |
| Admin fee / account holder | $3,968 | $18,654-78.7% | $16,006-75.2% | $14,365-72.4% |