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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 | $301,021 | $211,288+42.5% | $178,540+68.6% | $145,884+106.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 12.49% | 30.27%-17.8pp | 27.15%-14.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,902 | $4,574-58.4% | $3,953-51.9% | $4,662-59.2% |
| Participant deferral / active EE | $11,913 | $6,967+71.0% | $6,281+89.7% | $6,690+78.1% |
| Admin fee / account holder | $4,617 | $12,105-61.9% | $10,424-55.7% | $13,392-65.5% |