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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 | $337,786 | $185,312+82.3% | $161,489+109.2% | $154,746+118.3% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 17.56% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,985 | $4,769-58.4% | $4,268-53.5% | $4,379-54.7% |
| Participant deferral / active EE | $5,774 | $6,350-9.1% | $5,630+2.6% | $6,730-14.2% |
| Admin fee / account holder | $2,527 | $18,654-86.5% | $16,006-84.2% | $14,365-82.4% |