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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 | $270,385 | $114,119+136.9% | $107,187+152.3% | $138,895+94.7% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.0%-30.0pp | 79.9%-34.9pp |
| Annual return | 17.33% | 273.21%-255.9pp | 204.55%-187.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,010 | $4,059-50.5% | $3,782-46.9% | $4,194-52.1% |
| Participant deferral / active EE | $5,814 | $5,538+5.0% | $5,096+14.1% | $6,396-9.1% |
| Admin fee / account holder | $637 | $10,024-93.6% | $9,162-93.0% | $12,562-94.9% |