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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 | $312,494 | $209,336+49.3% | $197,124+58.5% | $137,256+127.7% |
| Participation rate | 63.2% | 87.3%-24.1pp | 86.7%-23.6pp | 80.0%-16.8pp |
| Annual return | 18.21% | 48.09%-29.9pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,428 | $6,591-32.8% | $6,227-28.9% | $4,156+6.6% |
| Participant deferral / active EE | $6,964 | $9,614-27.6% | $9,135-23.8% | $6,407+8.7% |
| Admin fee / account holder | $3,861 | $17,308-77.7% | $16,298-76.3% | $12,270-68.5% |