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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 | $295,478 | $174,379+69.4% | $152,093+94.3% | $138,895+112.7% |
| Participation rate | 30.0% | 81.6%-51.6pp | 77.8%-47.8pp | 79.9%-49.9pp |
| Annual return | 17.49% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $4,449 | $4,652-4.4% | $4,175+6.6% | $4,194+6.1% |
| Participant deferral / active EE | $7,054 | $6,159+14.5% | $5,451+29.4% | $6,396+10.3% |
| Admin fee / account holder | $15,383 | $16,880-8.9% | $14,497+6.1% | $12,562+22.5% |