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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 | $441,308 | $223,823+97.2% | $211,142+109.0% | $154,746+185.2% |
| Participation rate | 30.0% | 87.9%-57.9pp | 87.3%-57.3pp | 80.7%-50.7pp |
| Annual return | 12.70% | 50.39%-37.7pp | 46.84%-34.1pp | 172.34%-159.6pp |
| Employer contribution / active EE | $3,287 | $6,787-51.6% | $6,442-49.0% | $4,379-24.9% |
| Participant deferral / active EE | $5,760 | $9,750-40.9% | $9,284-38.0% | $6,730-14.4% |
| Admin fee / account holder | $16,300 | $19,707-17.3% | $19,076-14.6% | $14,365+13.5% |