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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 | $351,827 | $172,111+104.4% | $150,298+134.1% | $137,256+156.3% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 16.04% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,496 | $4,636-46.2% | $4,154-39.9% | $4,156-39.9% |
| Participant deferral / active EE | $9,400 | $6,166+52.5% | $5,453+72.4% | $6,407+46.7% |
| Admin fee / account holder | $1,637 | $16,471-90.1% | $14,116-88.4% | $12,270-86.7% |