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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 | $328,535 | $182,442+80.1% | $163,379+101.1% | $138,895+136.5% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 13.42% | 72.74%-59.3pp | 63.41%-50.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,411 | $4,159-42.0% | $3,752-35.7% | $4,194-42.5% |
| Participant deferral / active EE | $8,700 | $6,817+27.6% | $6,282+38.5% | $6,396+36.0% |
| Admin fee / account holder | $28,099 | $10,396+170.3% | $9,818+186.2% | $12,562+123.7% |