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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 | $250,671 | $174,379+43.8% | $152,093+64.8% | $138,895+80.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.68% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,311 | $4,652-71.8% | $4,175-68.6% | $4,194-68.7% |
| Participant deferral / active EE | $5,708 | $6,159-7.3% | $5,451+4.7% | $6,396-10.8% |
| Admin fee / account holder | $4,359 | $16,880-74.2% | $14,497-69.9% | $12,562-65.3% |