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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 | $356,555 | $148,629+139.9% | $135,982+162.2% | $139,487+155.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 19.96% | 79.33%-59.4pp | 68.32%-48.4pp | 373.84%-353.9pp |
| Employer contribution / active EE | $2,460 | $5,247-53.1% | $4,859-49.4% | $4,755-48.3% |
| Participant deferral / active EE | $6,434 | $8,102-20.6% | $7,760-17.1% | $6,713-4.1% |
| Admin fee / account holder | $5,336 | $12,406-57.0% | $10,767-50.4% | $11,407-53.2% |