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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 | $357,767 | $154,228+132.0% | $145,433+146.0% | $137,256+160.7% |
| Participation rate | 11.1% | 83.8%-72.7pp | 82.1%-71.0pp | 80.0%-68.8pp |
| Annual return | 19.98% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $893 | $4,804-81.4% | $4,554-80.4% | $4,156-78.5% |
| Participant deferral / active EE | $3,861 | $8,216-53.0% | $7,897-51.1% | $6,407-39.7% |
| Admin fee / account holder | $1,712 | $14,344-88.1% | $13,129-87.0% | $12,270-86.0% |