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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 | $314,271 | $154,228+103.8% | $145,433+116.1% | $137,256+129.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 13.04% | 74.59%-61.6pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,836 | $4,804-61.8% | $4,554-59.7% | $4,156-55.8% |
| Participant deferral / active EE | $3,397 | $8,216-58.7% | $7,897-57.0% | $6,407-47.0% |
| Admin fee / account holder | $29,697 | $14,344+107.0% | $13,129+126.2% | $12,270+142.0% |