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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 | $279,370 | $174,379+60.2% | $152,093+83.7% | $138,895+101.1% |
| Participation rate | 45.5% | 81.6%-36.2pp | 77.8%-32.3pp | 79.9%-34.5pp |
| Annual return | 18.92% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $6,296 | $4,652+35.3% | $4,175+50.8% | $4,194+50.1% |
| Participant deferral / active EE | $3,440 | $6,159-44.1% | $5,451-36.9% | $6,396-46.2% |
| Admin fee / account holder | $2,092 | $16,880-87.6% | $14,497-85.6% | $12,562-83.3% |