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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 | $330,971 | $172,111+92.3% | $150,298+120.2% | $137,256+141.1% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 17.57% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,305 | $4,636-71.9% | $4,154-68.6% | $4,156-68.6% |
| Participant deferral / active EE | $6,344 | $6,166+2.9% | $5,453+16.3% | $6,407-1.0% |
| Admin fee / account holder | $2,075 | $16,471-87.4% | $14,116-85.3% | $12,270-83.1% |