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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 | $365,114 | $185,312+97.0% | $161,489+126.1% | $154,746+135.9% |
| Participation rate | 46.7% | 82.5%-35.8pp | 78.7%-32.0pp | 80.7%-34.0pp |
| Annual return | 13.63% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,300 | $4,769-72.8% | $4,268-69.6% | $4,379-70.3% |
| Participant deferral / active EE | $2,458 | $6,350-61.3% | $5,630-56.3% | $6,730-63.5% |
| Admin fee / account holder | $12,317 | $18,654-34.0% | $16,006-23.0% | $14,365-14.3% |