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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 | $328,734 | $201,264+63.3% | $184,185+78.5% | $145,978+125.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.36% | 29.00%-12.6pp | 28.81%-12.5pp | 550.52%-534.2pp |
| Employer contribution / active EE | $4,125 | $7,021-41.2% | $6,426-35.8% | $4,662-11.5% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,690+128.0% |
| Admin fee / account holder | $423 | $16,376-97.4% | $13,909-97.0% | $13,400-96.8% |