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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 | $264,608 | $183,516+44.2% | $155,534+70.1% | $145,884+81.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 22.56% | 61.43%-38.9pp | 64.92%-42.4pp | 551.85%-529.3pp |
| Employer contribution / active EE | $2,052 | $5,315-61.4% | $4,675-56.1% | $4,662-56.0% |
| Participant deferral / active EE | $4,949 | $6,467-23.5% | $5,630-12.1% | $6,690-26.0% |
| Admin fee / account holder | $5,293 | $19,293-72.6% | $15,900-66.7% | $13,392-60.5% |