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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 | $411,197 | $111,535+268.7% | $105,223+290.8% | $137,256+199.6% |
| Participation rate | 23.8% | 78.1%-54.3pp | 75.0%-51.2pp | 80.0%-56.2pp |
| Annual return | 14.38% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,062 | $3,939-73.1% | $3,689-71.2% | $4,156-74.5% |
| Participant deferral / active EE | $3,931 | $5,500-28.5% | $5,072-22.5% | $6,407-38.6% |
| Admin fee / account holder | $840 | $9,721-91.4% | $8,859-90.5% | $12,270-93.2% |