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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 | $271,925 | $182,442+49.0% | $163,379+66.4% | $138,895+95.8% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.8%-22.3pp | 79.9%-25.4pp |
| Annual return | 15.90% | 72.74%-56.8pp | 63.41%-47.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,821 | $4,159-56.2% | $3,752-51.5% | $4,194-56.6% |
| Participant deferral / active EE | $5,230 | $6,817-23.3% | $6,282-16.7% | $6,396-18.2% |
| Admin fee / account holder | $11,981 | $10,396+15.2% | $9,818+22.0% | $12,562-4.6% |