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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 | $397,543 | $114,119+248.4% | $107,187+270.9% | $138,895+186.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 17.48% | 273.21%-255.7pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,309 | $4,059-67.7% | $3,782-65.4% | $4,194-68.8% |
| Participant deferral / active EE | $5,491 | $5,538-0.8% | $5,096+7.7% | $6,396-14.2% |
| Admin fee / account holder | $33,599 | $10,024+235.2% | $9,162+266.7% | $12,562+167.5% |