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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 | $342,958 | $223,823+53.2% | $211,142+62.4% | $154,746+121.6% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 29.29% | 50.39%-21.1pp | 46.84%-17.6pp | 172.34%-143.1pp |
| Employer contribution / active EE | $2,601 | $6,787-61.7% | $6,442-59.6% | $4,379-40.6% |
| Participant deferral / active EE | $10,010 | $9,750+2.7% | $9,284+7.8% | $6,730+48.7% |
| Admin fee / account holder | $2,402 | $19,707-87.8% | $19,076-87.4% | $14,365-83.3% |