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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 | $398,315 | $155,555+156.1% | $146,866+171.2% | $155,188+156.7% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 17.23% | 115.41%-98.2pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $18,540 | $4,647+299.0% | $4,425+319.0% | $4,248+336.5% |
| Participant deferral / active EE | $20,833 | $8,044+159.0% | $7,759+168.5% | $6,531+219.0% |
| Admin fee / account holder | $5,070 | $14,755-65.6% | $13,620-62.8% | $14,480-65.0% |