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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 | $395,625 | $112,729+251.0% | $98,716+300.8% | $137,256+188.2% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 20.80% | 38.48%-17.7pp | 31.81%-11.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,264 | $2,725-53.6% | $2,279-44.5% | $4,156-69.6% |
| Participant deferral / active EE | $5,100 | $4,640+9.9% | $4,048+26.0% | $6,407-20.4% |
| Admin fee / account holder | $769 | $10,129-92.4% | $8,703-91.2% | $12,270-93.7% |