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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 | $292,319 | $114,119+156.2% | $107,187+172.7% | $138,895+110.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 14.74% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,258 | $4,059-44.4% | $3,782-40.3% | $4,194-46.2% |
| Participant deferral / active EE | $15,194 | $5,538+174.4% | $5,096+198.1% | $6,396+137.5% |
| Admin fee / account holder | $2,518 | $10,024-74.9% | $9,162-72.5% | $12,562-80.0% |