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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 | $69,118+460.2% | $53,647+621.7% | $138,895+178.8% |
| Participation rate | 28.6% | 64.0%-35.4pp | 56.3%-27.7pp | 79.9%-51.3pp |
| Annual return | 13.86% | 248.26%-234.4pp | 358.33%-344.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,627 | $1,189+36.8% | $962+69.2% | $4,194-61.2% |
| Participant deferral / active EE | $8,000 | $2,274+251.8% | $1,813+341.2% | $6,396+25.1% |
| Admin fee / account holder | $4,265 | $2,724+56.6% | $2,460+73.4% | $12,562-66.0% |