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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 | $329,084 | $154,228+113.4% | $145,433+126.3% | $137,256+139.8% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.3pp | 80.0%-26.1pp |
| Annual return | 18.66% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,151 | $4,804-55.2% | $4,554-52.8% | $4,156-48.3% |
| Participant deferral / active EE | $6,991 | $8,216-14.9% | $7,897-11.5% | $6,407+9.1% |
| Admin fee / account holder | $2,004 | $14,344-86.0% | $13,129-84.7% | $12,270-83.7% |