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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 | $380,807 | $209,336+81.9% | $197,124+93.2% | $137,256+177.4% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 13.41% | 48.09%-34.7pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,768 | $6,591-73.2% | $6,227-71.6% | $4,156-57.5% |
| Participant deferral / active EE | $8,567 | $9,614-10.9% | $9,135-6.2% | $6,407+33.7% |
| Admin fee / account holder | $2,287 | $17,308-86.8% | $16,298-86.0% | $12,270-81.4% |