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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 | $398,689 | $94,439+322.2% | $73,658+441.3% | $154,746+157.6% |
| Participation rate | 42.1% | 64.7%-22.6pp | 57.0%-14.9pp | 80.7%-38.6pp |
| Annual return | 49.53% | 28.25%+21.3pp | 29.72%+19.8pp | 172.34%-122.8pp |
| Employer contribution / active EE | $1,080 | $1,257-14.1% | $1,032+4.6% | $4,379-75.3% |
| Participant deferral / active EE | $4,295 | $2,527+70.0% | $2,062+108.3% | $6,730-36.2% |
| Admin fee / account holder | $830 | $3,843-78.4% | $3,357-75.3% | $14,365-94.2% |