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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 | $255,122 | $99,053+157.6% | $88,179+189.3% | $138,895+83.7% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.1%-10.8pp | 79.9%-21.6pp |
| Annual return | 14.14% | 78.17%-64.0pp | 64.97%-50.8pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,715 | $2,882-40.5% | $2,549-32.7% | $4,194-59.1% |
| Participant deferral / active EE | $8,758 | $5,225+67.6% | $4,614+89.8% | $6,396+36.9% |
| Admin fee / account holder | $2,758 | $8,748-68.5% | $7,673-64.1% | $12,562-78.0% |