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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 | $381,107 | $183,516+107.7% | $155,534+145.0% | $145,884+161.2% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 16.57% | 61.43%-44.9pp | 64.92%-48.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,466 | $5,315-72.4% | $4,675-68.6% | $4,662-68.5% |
| Participant deferral / active EE | $7,385 | $6,467+14.2% | $5,630+31.2% | $6,690+10.4% |
| Admin fee / account holder | $3,623 | $19,293-81.2% | $15,900-77.2% | $13,392-72.9% |