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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 | $460,724 | $70,366+554.8% | $66,674+591.0% | $138,895+231.7% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.7%-29.2pp | 79.9%-35.5pp |
| Annual return | 17.89% | 386.41%-368.5pp | 321.24%-303.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,124 | $2,765-59.4% | $2,620-57.1% | $4,194-73.2% |
| Participant deferral / active EE | $7,234 | $4,374+65.4% | $4,084+77.1% | $6,396+13.1% |
| Admin fee / account holder | $2,623 | $5,262-50.2% | $5,098-48.5% | $12,562-79.1% |