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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 | $270,030 | $174,379+54.9% | $152,093+77.5% | $138,895+94.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 14.88% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,333 | $4,652-49.9% | $4,175-44.1% | $4,194-44.4% |
| Participant deferral / active EE | $8,708 | $6,159+41.4% | $5,451+59.7% | $6,396+36.1% |
| Admin fee / account holder | $1,235 | $16,880-92.7% | $14,497-91.5% | $12,562-90.2% |