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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 | $254,978 | $185,312+37.6% | $161,489+57.9% | $154,746+64.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 15.38% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,635 | $4,769-44.8% | $4,268-38.3% | $4,379-39.8% |
| Participant deferral / active EE | $7,070 | $6,350+11.3% | $5,630+25.6% | $6,730+5.0% |
| Admin fee / account holder | $11,312 | $18,654-39.4% | $16,006-29.3% | $14,365-21.3% |