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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 | $273,889 | $172,111+59.1% | $150,298+82.2% | $137,256+99.5% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 22.11% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,225 | $4,636-52.0% | $4,154-46.4% | $4,156-46.5% |
| Participant deferral / active EE | $6,323 | $6,166+2.6% | $5,453+16.0% | $6,407-1.3% |
| Admin fee / account holder | $2,140 | $16,471-87.0% | $14,116-84.8% | $12,270-82.6% |