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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 | $174,379+67.5% | $152,093+92.1% | $138,895+110.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 18.43% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,425 | $4,652-47.9% | $4,175-41.9% | $4,194-42.2% |
| Participant deferral / active EE | $10,358 | $6,159+68.2% | $5,451+90.0% | $6,396+61.9% |
| Admin fee / account holder | $3,595 | $16,880-78.7% | $14,497-75.2% | $12,562-71.4% |