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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 | $420,600 | $181,062+132.3% | $158,223+165.8% | $155,188+171.0% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 15.94% | 57.39%-41.4pp | 52.09%-36.1pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,249 | $4,565-72.6% | $4,109-69.6% | $4,248-70.6% |
| Participant deferral / active EE | $5,027 | $6,134-18.1% | $5,467-8.1% | $6,531-23.0% |
| Admin fee / account holder | $5,747 | $18,825-69.5% | $16,047-64.2% | $14,480-60.3% |