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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 | $392,604 | $154,228+154.6% | $145,433+170.0% | $137,256+186.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.01% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,942 | $4,804-38.8% | $4,554-35.4% | $4,156-29.2% |
| Participant deferral / active EE | $8,692 | $8,216+5.8% | $7,897+10.1% | $6,407+35.7% |
| Admin fee / account holder | $2,346 | $14,344-83.6% | $13,129-82.1% | $12,270-80.9% |