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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 | $274,183 | $156,398+75.3% | $147,318+86.1% | $138,895+97.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.75% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,032 | $4,853-78.7% | $4,593-77.5% | $4,194-75.4% |
| Participant deferral / active EE | $8,769 | $8,237+6.5% | $7,906+10.9% | $6,396+37.1% |
| Admin fee / account holder | $1,041 | $14,976-93.0% | $13,708-92.4% | $12,562-91.7% |