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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 | $323,496 | $174,379+85.5% | $152,093+112.7% | $138,895+132.9% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 15.52% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,356 | $4,652-70.9% | $4,175-67.5% | $4,194-67.7% |
| Participant deferral / active EE | $8,229 | $6,159+33.6% | $5,451+50.9% | $6,396+28.7% |
| Admin fee / account holder | $1,751 | $16,880-89.6% | $14,497-87.9% | $12,562-86.1% |