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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 | $265,267 | $174,379+52.1% | $152,093+74.4% | $138,895+91.0% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 15.84% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,550 | $4,652-66.7% | $4,175-62.9% | $4,194-63.0% |
| Participant deferral / active EE | $5,127 | $6,159-16.8% | $5,451-5.9% | $6,396-19.8% |
| Admin fee / account holder | $8,631 | $16,880-48.9% | $14,497-40.5% | $12,562-31.3% |