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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 | $271,856 | $172,111+58.0% | $150,298+80.9% | $137,256+98.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 14.22% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,526 | $4,636+40.8% | $4,154+57.1% | $4,156+57.0% |
| Participant deferral / active EE | $10,560 | $6,166+71.3% | $5,453+93.7% | $6,407+64.8% |
| Admin fee / account holder | $4,605 | $16,471-72.0% | $14,116-67.4% | $12,270-62.5% |