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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 | $409,737 | $154,228+165.7% | $145,433+181.7% | $137,256+198.5% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 16.15% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,782 | $4,804-42.1% | $4,554-38.9% | $4,156-33.1% |
| Participant deferral / active EE | $4,004 | $8,216-51.3% | $7,897-49.3% | $6,407-37.5% |
| Admin fee / account holder | $10,068 | $14,344-29.8% | $13,129-23.3% | $12,270-17.9% |