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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 | $387,186 | $94,439+310.0% | $73,658+425.7% | $154,746+150.2% |
| Participation rate | 28.6% | 64.7%-36.1pp | 57.0%-28.5pp | 80.7%-52.1pp |
| Annual return | 13.86% | 28.25%-14.4pp | 29.72%-15.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,627 | $1,257+29.4% | $1,032+57.6% | $4,379-62.8% |
| Participant deferral / active EE | $8,000 | $2,527+216.6% | $2,062+288.0% | $6,730+18.9% |
| Admin fee / account holder | $4,265 | $3,843+11.0% | $3,357+27.1% | $14,365-70.3% |