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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 | $316,228 | $155,555+103.3% | $146,866+115.3% | $155,188+103.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 15.79% | 115.41%-99.6pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,238 | $4,647-51.8% | $4,425-49.4% | $4,248-47.3% |
| Participant deferral / active EE | $8,226 | $8,044+2.3% | $7,759+6.0% | $6,531+26.0% |
| Admin fee / account holder | $7,618 | $14,755-48.4% | $13,620-44.1% | $14,480-47.4% |