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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 | $255,342 | $166,242+53.6% | $165,071+54.7% | $145,884+75.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.70% | 100.44%-86.7pp | 70.17%-56.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,473 | $5,283-34.3% | $4,347-20.1% | $4,662-25.5% |
| Participant deferral / active EE | $11,924 | $6,964+71.2% | $6,035+97.6% | $6,690+78.2% |
| Admin fee / account holder | $4,135 | $16,658-75.2% | $12,695-67.4% | $13,392-69.1% |