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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 | $327,721 | $172,111+90.4% | $150,298+118.0% | $137,256+138.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.78% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,970 | $4,636-57.5% | $4,154-52.6% | $4,156-52.6% |
| Participant deferral / active EE | $10,648 | $6,166+72.7% | $5,453+95.3% | $6,407+66.2% |
| Admin fee / account holder | $2,615 | $16,471-84.1% | $14,116-81.5% | $12,270-78.7% |