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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 | $443,508 | $174,379+154.3% | $152,093+191.6% | $138,895+219.3% |
| Participation rate | 53.3% | 81.6%-28.3pp | 77.8%-24.4pp | 79.9%-26.6pp |
| Annual return | 14.65% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,020 | $4,652-56.6% | $4,175-51.6% | $4,194-51.8% |
| Participant deferral / active EE | $4,135 | $6,159-32.9% | $5,451-24.1% | $6,396-35.4% |
| Admin fee / account holder | $43,673 | $16,880+158.7% | $14,497+201.3% | $12,562+247.7% |