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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 | $313,129 | $172,111+81.9% | $150,298+108.3% | $137,256+128.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.51% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,715 | $4,636-41.4% | $4,154-34.6% | $4,156-34.7% |
| Participant deferral / active EE | $4,752 | $6,166-22.9% | $5,453-12.9% | $6,407-25.8% |
| Admin fee / account holder | $2,700 | $16,471-83.6% | $14,116-80.9% | $12,270-78.0% |