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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 | $115,225+243.3% | $100,712+292.8% | $138,895+184.8% |
| Participation rate | 28.6% | 74.3%-45.8pp | 69.3%-40.7pp | 79.9%-51.3pp |
| Annual return | 20.80% | 40.35%-19.6pp | 33.27%-12.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,264 | $2,771-54.4% | $2,313-45.4% | $4,194-69.9% |
| Participant deferral / active EE | $5,100 | $4,699+8.5% | $4,085+24.8% | $6,396-20.3% |
| Admin fee / account holder | $769 | $10,844-92.9% | $9,256-91.7% | $12,562-93.9% |