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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 | $309,526 | $209,336+47.9% | $197,124+57.0% | $137,256+125.5% |
| Participation rate | 61.9% | 87.3%-25.4pp | 86.7%-24.8pp | 80.0%-18.1pp |
| Annual return | 13.22% | 48.09%-34.9pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,512 | $6,591-46.7% | $6,227-43.6% | $4,156-15.5% |
| Participant deferral / active EE | $7,299 | $9,614-24.1% | $9,135-20.1% | $6,407+13.9% |
| Admin fee / account holder | $2,194 | $17,308-87.3% | $16,298-86.5% | $12,270-82.1% |