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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 | $271,327 | $181,062+49.9% | $158,223+71.5% | $155,188+74.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 16.17% | 57.39%-41.2pp | 52.09%-35.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $5,885 | $4,565+28.9% | $4,109+43.2% | $4,248+38.5% |
| Participant deferral / active EE | $5,933 | $6,134-3.3% | $5,467+8.5% | $6,531-9.2% |
| Admin fee / account holder | $1,294 | $18,825-93.1% | $16,047-91.9% | $14,480-91.1% |