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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 | $278,911 | $115,225+142.1% | $100,712+176.9% | $138,895+100.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 15.69% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,154 | $2,771-22.3% | $2,313-6.9% | $4,194-48.6% |
| Participant deferral / active EE | $17,100 | $4,699+263.9% | $4,085+318.6% | $6,396+167.3% |
| Admin fee / account holder | $615 | $10,844-94.3% | $9,256-93.4% | $12,562-95.1% |