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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 | $250,621 | $172,111+45.6% | $150,298+66.7% | $137,256+82.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.90% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,508 | $4,636-45.9% | $4,154-39.6% | $4,156-39.7% |
| Participant deferral / active EE | $4,905 | $6,166-20.4% | $5,453-10.0% | $6,407-23.4% |
| Admin fee / account holder | $2,814 | $16,471-82.9% | $14,116-80.1% | $12,270-77.1% |