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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 | $256,772 | $154,228+66.5% | $145,433+76.6% | $137,256+87.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.48% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,782 | $4,804-21.3% | $4,554-17.0% | $4,156-9.0% |
| Participant deferral / active EE | $9,556 | $8,216+16.3% | $7,897+21.0% | $6,407+49.1% |
| Admin fee / account holder | $17,777 | $14,344+23.9% | $13,129+35.4% | $12,270+44.9% |