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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 | $344,698 | $178,174+93.5% | $156,181+120.7% | $137,256+151.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 17.97% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,715 | $4,972-65.5% | $4,294-60.1% | $4,156-58.7% |
| Participant deferral / active EE | $7,329 | $6,888+6.4% | $6,132+19.5% | $6,407+14.4% |
| Admin fee / account holder | $36,383 | $17,404+109.0% | $14,586+149.4% | $12,270+196.5% |