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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 | $269,199 | $172,111+56.4% | $150,298+79.1% | $137,256+96.1% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 15.66% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,027 | $4,636-34.7% | $4,154-27.1% | $4,156-27.2% |
| Participant deferral / active EE | $4,133 | $6,166-33.0% | $5,453-24.2% | $6,407-35.5% |
| Admin fee / account holder | $2,276 | $16,471-86.2% | $14,116-83.9% | $12,270-81.5% |