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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 | $294,142 | $227,399+29.4% | $189,758+55.0% | $198,609+48.1% |
| Participation rate | 64.3% | 84.0%-19.7pp | 79.8%-15.5pp | 82.4%-18.1pp |
| Annual return | 12.47% | 61.03%-48.6pp | 52.62%-40.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,198 | $5,526-60.2% | $4,767-53.9% | $5,055-56.5% |
| Participant deferral / active EE | $8,036 | $6,837+17.5% | $5,856+37.2% | $6,977+15.2% |
| Admin fee / account holder | $7,339 | $25,162-70.8% | $20,388-64.0% | $19,030-61.4% |