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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 | $185,312+41.6% | $161,489+62.5% | $154,746+69.6% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 14.14% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,450 | $4,769-48.6% | $4,268-42.6% | $4,379-44.0% |
| Participant deferral / active EE | $3,921 | $6,350-38.2% | $5,630-30.3% | $6,730-41.7% |
| Admin fee / account holder | $27,569 | $18,654+47.8% | $16,006+72.2% | $14,365+91.9% |