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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 | $251,703 | $154,228+63.2% | $145,433+73.1% | $137,256+83.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.42% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,366 | $4,804-50.7% | $4,554-48.0% | $4,156-43.1% |
| Participant deferral / active EE | $3,792 | $8,216-53.8% | $7,897-52.0% | $6,407-40.8% |
| Admin fee / account holder | $21,694 | $14,344+51.2% | $13,129+65.2% | $12,270+76.8% |