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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 | $301,316 | $154,228+95.4% | $145,433+107.2% | $137,256+119.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 14.21% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,133 | $4,804-55.6% | $4,554-53.2% | $4,156-48.7% |
| Participant deferral / active EE | $6,960 | $8,216-15.3% | $7,897-11.9% | $6,407+8.6% |
| Admin fee / account holder | $12,405 | $14,344-13.5% | $13,129-5.5% | $12,270+1.1% |