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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 | $303,211 | $108,882+178.5% | $96,754+213.4% | $154,746+95.9% |
| Participation rate | 58.3% | 75.1%-16.7pp | 70.3%-11.9pp | 80.7%-22.4pp |
| Annual return | 17.29% | 98.39%-81.1pp | 82.04%-64.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,496 | $3,018-17.3% | $2,679-6.8% | $4,379-43.0% |
| Participant deferral / active EE | $8,692 | $5,323+63.3% | $4,758+82.7% | $6,730+29.1% |
| Admin fee / account holder | $15,249 | $10,200+49.5% | $8,905+71.2% | $14,365+6.2% |