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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 | $285,862 | $201,370+42.0% | $184,256+55.1% | $145,897+95.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 27.72% | 29.05%-1.3pp | 28.85%-1.1pp | 552.29%-524.6pp |
| Employer contribution / active EE | $2,993 | $7,024-57.4% | $6,427-53.4% | $4,663-35.8% |
| Participant deferral / active EE | $17,259 | $9,808+76.0% | $9,133+89.0% | $6,689+158.0% |
| Admin fee / account holder | $10,735 | $16,364-34.4% | $13,899-22.8% | $13,390-19.8% |