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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 | $276,031 | $181,062+52.5% | $158,223+74.5% | $155,188+77.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 17.90% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,800 | $4,565-60.6% | $4,109-56.2% | $4,248-57.6% |
| Participant deferral / active EE | $6,604 | $6,134+7.7% | $5,467+20.8% | $6,531+1.1% |
| Admin fee / account holder | $719 | $18,825-96.2% | $16,047-95.5% | $14,480-95.0% |