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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 | $411,700 | $172,111+139.2% | $150,298+173.9% | $137,256+200.0% |
| Participation rate | 38.5% | 81.7%-43.3pp | 77.8%-39.3pp | 80.0%-41.5pp |
| Annual return | 17.31% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,862 | $4,636-38.3% | $4,154-31.1% | $4,156-31.1% |
| Participant deferral / active EE | $6,269 | $6,166+1.7% | $5,453+15.0% | $6,407-2.1% |
| Admin fee / account holder | $2,621 | $16,471-84.1% | $14,116-81.4% | $12,270-78.6% |