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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 | $317,508 | $172,111+84.5% | $150,298+111.3% | $137,256+131.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.21% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,074 | $4,636-76.8% | $4,154-74.2% | $4,156-74.2% |
| Participant deferral / active EE | $19,037 | $6,166+208.8% | $5,453+249.1% | $6,407+197.1% |
| Admin fee / account holder | $1,797 | $16,471-89.1% | $14,116-87.3% | $12,270-85.4% |