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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 | $396,161 | $185,312+113.8% | $161,489+145.3% | $154,746+156.0% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 14.56% | 103.84%-89.3pp | 89.72%-75.2pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,638 | $4,769-65.7% | $4,268-61.6% | $4,379-62.6% |
| Participant deferral / active EE | $4,108 | $6,350-35.3% | $5,630-27.0% | $6,730-39.0% |
| Admin fee / account holder | $1,846 | $18,654-90.1% | $16,006-88.5% | $14,365-87.2% |