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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 | $262,379 | $172,111+52.4% | $150,298+74.6% | $137,256+91.2% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 14.14% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,450 | $4,636-47.1% | $4,154-41.0% | $4,156-41.0% |
| Participant deferral / active EE | $3,921 | $6,166-36.4% | $5,453-28.1% | $6,407-38.8% |
| Admin fee / account holder | $27,569 | $16,471+67.4% | $14,116+95.3% | $12,270+124.7% |