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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 | $292,127 | $185,312+57.6% | $161,489+80.9% | $154,746+88.8% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 18.43% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,425 | $4,769-49.2% | $4,268-43.2% | $4,379-44.6% |
| Participant deferral / active EE | $10,358 | $6,350+63.1% | $5,630+84.0% | $6,730+53.9% |
| Admin fee / account holder | $3,595 | $18,654-80.7% | $16,006-77.5% | $14,365-75.0% |