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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 | $530,347 | $174,379+204.1% | $152,093+248.7% | $138,895+281.8% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 17.86% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,202 | $4,652-74.2% | $4,175-71.2% | $4,194-71.3% |
| Participant deferral / active EE | $3,030 | $6,159-50.8% | $5,451-44.4% | $6,396-52.6% |
| Admin fee / account holder | $1,325 | $16,880-92.2% | $14,497-90.9% | $12,562-89.5% |