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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 | $429,691 | $99,053+333.8% | $88,179+387.3% | $138,895+209.4% |
| Participation rate | 9.1% | 74.2%-65.2pp | 69.1%-60.1pp | 79.9%-70.8pp |
| Annual return | 12.17% | 78.17%-66.0pp | 64.97%-52.8pp | 145.39%-133.2pp |
| Employer contribution / active EE | $849 | $2,882-70.6% | $2,549-66.7% | $4,194-79.8% |
| Participant deferral / active EE | $2,818 | $5,225-46.1% | $4,614-38.9% | $6,396-55.9% |
| Admin fee / account holder | $3,576 | $8,748-59.1% | $7,673-53.4% | $12,562-71.5% |