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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 | $174,379+136.1% | $152,093+170.7% | $138,895+196.4% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 17.31% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,862 | $4,652-38.5% | $4,175-31.4% | $4,194-31.8% |
| Participant deferral / active EE | $6,269 | $6,159+1.8% | $5,451+15.0% | $6,396-2.0% |
| Admin fee / account holder | $2,621 | $16,880-84.5% | $14,497-81.9% | $12,562-79.1% |