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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 | $337,815 | $210,343+60.6% | $153,476+120.1% | $145,978+131.4% |
| Participation rate | 57.1% | 82.1%-25.0pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 14.76% | 13.38%+1.4pp | 15.66%-0.9pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,185 | $7,977+27.7% | $6,759+50.7% | $6,690+52.3% |
| Admin fee / account holder | $19,144 | $19,424-1.4% | $12,729+50.4% | $13,400+42.9% |