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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 | $425,057 | $228,395+86.1% | $185,861+128.7% | $158,982+167.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 6.72% | 40.82%-34.1pp | 35.96%-29.2pp | 302.99%-296.3pp |
| Employer contribution / active EE | $715 | $4,968-85.6% | $4,088-82.5% | $4,763-85.0% |
| Participant deferral / active EE | $6,333 | $6,417-1.3% | $5,634+12.4% | $5,983+5.8% |
| Admin fee / account holder | $4,253 | $11,869-64.2% | $9,503-55.2% | $11,252-62.2% |