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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 | $308,283 | $211,288+45.9% | $178,540+72.7% | $145,884+111.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.95% | 30.27%-19.3pp | 27.15%-16.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $3,260 | $4,574-28.7% | $3,953-17.5% | $4,662-30.1% |
| Participant deferral / active EE | $13,206 | $6,967+89.6% | $6,281+110.3% | $6,690+97.4% |
| Admin fee / account holder | $2,518 | $12,105-79.2% | $10,424-75.8% | $13,392-81.2% |