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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 | $265,437 | $185,312+43.2% | $161,489+64.4% | $154,746+71.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 15.56% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,400 | $4,769-49.7% | $4,268-43.8% | $4,379-45.2% |
| Participant deferral / active EE | $15,602 | $6,350+145.7% | $5,630+177.1% | $6,730+131.8% |
| Admin fee / account holder | $942 | $18,654-95.0% | $16,006-94.1% | $14,365-93.4% |