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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 | $497,157 | $154,228+222.4% | $145,433+241.8% | $137,256+262.2% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 17.66% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,300 | $4,804-52.1% | $4,554-49.5% | $4,156-44.7% |
| Participant deferral / active EE | $8,594 | $8,216+4.6% | $7,897+8.8% | $6,407+34.1% |
| Admin fee / account holder | $3,262 | $14,344-77.3% | $13,129-75.2% | $12,270-73.4% |