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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 | $433,212 | $154,228+180.9% | $145,433+197.9% | $137,256+215.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.83% | 74.59%-60.8pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,330 | $4,804-72.3% | $4,554-70.8% | $4,156-68.0% |
| Participant deferral / active EE | $5,155 | $8,216-37.3% | $7,897-34.7% | $6,407-19.5% |
| Admin fee / account holder | $836 | $14,344-94.2% | $13,129-93.6% | $12,270-93.2% |