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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 | $300,793 | $223,823+34.4% | $211,142+42.5% | $154,746+94.4% |
| Participation rate | 63.2% | 87.9%-24.7pp | 87.3%-24.1pp | 80.7%-17.5pp |
| Annual return | 15.25% | 50.39%-35.1pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,306 | $6,787-66.0% | $6,442-64.2% | $4,379-47.3% |
| Participant deferral / active EE | $3,928 | $9,750-59.7% | $9,284-57.7% | $6,730-41.6% |
| Admin fee / account holder | $1,125 | $19,707-94.3% | $19,076-94.1% | $14,365-92.2% |