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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 | $359,569 | $183,592+95.9% | $155,574+131.1% | $145,877+146.5% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 24.00% | 61.37%-37.4pp | 64.87%-40.9pp | 551.28%-527.3pp |
| Employer contribution / active EE | $1,287 | $5,317-75.8% | $4,676-72.5% | $4,663-72.4% |
| Participant deferral / active EE | $4,838 | $6,466-25.2% | $5,629-14.1% | $6,691-27.7% |
| Admin fee / account holder | $1,589 | $19,316-91.8% | $15,914-90.0% | $13,402-88.1% |