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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 | $286,670 | $213,785+34.1% | $185,441+54.6% | $155,188+84.7% |
| Participation rate | 52.4% | 83.2%-30.8pp | 80.3%-27.9pp | 80.8%-28.4pp |
| Annual return | 14.31% | 19.97%-5.7pp | 20.16%-5.9pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,965 | $6,864-27.7% | $6,152-19.3% | $6,531-24.0% |
| Admin fee / account holder | $30,698 | $21,134+45.3% | $17,890+71.6% | $14,480+112.0% |