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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 | $436,134 | $183,627+137.5% | $155,602+180.3% | $145,978+198.8% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 14.63% | 61.32%-46.7pp | 64.81%-50.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,709 | $5,316-67.8% | $4,675-63.4% | $4,662-63.3% |
| Participant deferral / active EE | $8,398 | $6,466+29.9% | $5,629+49.2% | $6,690+25.5% |
| Admin fee / account holder | $483 | $19,327-97.5% | $15,923-97.0% | $13,400-96.4% |