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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 | $223,823+38.3% | $211,142+46.6% | $154,746+100.0% |
| Participation rate | 61.9% | 87.9%-25.9pp | 87.3%-25.4pp | 80.7%-18.8pp |
| Annual return | 13.22% | 50.39%-37.2pp | 46.84%-33.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,512 | $6,787-48.3% | $6,442-45.5% | $4,379-19.8% |
| Participant deferral / active EE | $7,299 | $9,750-25.1% | $9,284-21.4% | $6,730+8.5% |
| Admin fee / account holder | $2,194 | $19,707-88.9% | $19,076-88.5% | $14,365-84.7% |