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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 | $272,402 | $154,228+76.6% | $145,433+87.3% | $137,256+98.5% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 16.94% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,864 | $4,804-19.6% | $4,554-15.2% | $4,156-7.0% |
| Participant deferral / active EE | $9,842 | $8,216+19.8% | $7,897+24.6% | $6,407+53.6% |
| Admin fee / account holder | $1,228 | $14,344-91.4% | $13,129-90.6% | $12,270-90.0% |