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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 | $390,794 | $115,225+239.2% | $100,712+288.0% | $138,895+181.4% |
| Participation rate | 44.4% | 74.3%-29.9pp | 69.3%-24.8pp | 79.9%-35.5pp |
| Annual return | 16.74% | 40.35%-23.6pp | 33.27%-16.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,570 | $2,771-43.3% | $2,313-32.1% | $4,194-62.6% |
| Participant deferral / active EE | $7,289 | $4,699+55.1% | $4,085+78.4% | $6,396+14.0% |
| Admin fee / account holder | $2,482 | $10,844-77.1% | $9,256-73.2% | $12,562-80.2% |