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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 | $332,223 | $89,259+272.2% | $107,187+209.9% | $82,637+302.0% |
| Participation rate | 32.0% | 67.9%-35.9pp | 75.0%-43.0pp | 68.1%-36.1pp |
| Annual return | 16.36% | 21.02%-4.7pp | 204.55%-188.2pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,377 | $3,080-22.8% | $3,782-37.2% | $2,552-6.9% |
| Participant deferral / active EE | $4,426 | $4,037+9.6% | $5,096-13.2% | $4,126+7.3% |
| Admin fee / account holder | $1,865 | $7,381-74.7% | $9,162-79.7% | $7,339-74.6% |