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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 | $181,062+62.5% | $158,223+85.9% | $155,188+89.5% |
| Participation rate | 64.3% | 82.7%-18.4pp | 79.2%-14.9pp | 80.8%-16.5pp |
| Annual return | 12.47% | 57.39%-44.9pp | 52.09%-39.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $2,198 | $4,565-51.8% | $4,109-46.5% | $4,248-48.2% |
| Participant deferral / active EE | $8,036 | $6,134+31.0% | $5,467+47.0% | $6,531+23.0% |
| Admin fee / account holder | $7,339 | $18,825-61.0% | $16,047-54.3% | $14,480-49.3% |