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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 | $297,109 | $172,111+72.6% | $150,298+97.7% | $137,256+116.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 17.41% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,335 | $4,636-49.6% | $4,154-43.8% | $4,156-43.8% |
| Participant deferral / active EE | $8,688 | $6,166+40.9% | $5,453+59.3% | $6,407+35.6% |
| Admin fee / account holder | $1,152 | $16,471-93.0% | $14,116-91.8% | $12,270-90.6% |