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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 | $323,178 | $154,228+109.5% | $145,433+122.2% | $137,256+135.5% |
| Participation rate | 38.1% | 83.8%-45.7pp | 82.1%-44.0pp | 80.0%-41.9pp |
| Annual return | 15.73% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,216 | $4,804-74.7% | $4,554-73.3% | $4,156-70.7% |
| Participant deferral / active EE | $4,187 | $8,216-49.0% | $7,897-47.0% | $6,407-34.6% |
| Admin fee / account holder | $2,581 | $14,344-82.0% | $13,129-80.3% | $12,270-79.0% |