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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 | $390,263 | $154,228+153.0% | $145,433+168.3% | $137,256+184.3% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 22.41% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,200 | $4,804-75.0% | $4,554-73.7% | $4,156-71.1% |
| Participant deferral / active EE | $7,500 | $8,216-8.7% | $7,897-5.0% | $6,407+17.1% |
| Admin fee / account holder | $1,502 | $14,344-89.5% | $13,129-88.6% | $12,270-87.8% |