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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 | $446,721 | $155,555+187.2% | $146,866+204.2% | $155,188+187.9% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 14.97% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,379 | $4,647-70.3% | $4,425-68.8% | $4,248-67.5% |
| Participant deferral / active EE | $4,062 | $8,044-49.5% | $7,759-47.6% | $6,531-37.8% |
| Admin fee / account holder | $5,207 | $14,755-64.7% | $13,620-61.8% | $14,480-64.0% |