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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 | $406,375 | $156,398+159.8% | $147,318+175.8% | $138,895+192.6% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 18.35% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,413 | $4,853-70.9% | $4,593-69.2% | $4,194-66.3% |
| Participant deferral / active EE | $7,420 | $8,237-9.9% | $7,906-6.2% | $6,396+16.0% |
| Admin fee / account holder | $5,792 | $14,976-61.3% | $13,708-57.7% | $12,562-53.9% |