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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 | $327,134 | $201,372+62.5% | $184,260+77.5% | $145,884+124.2% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 18.29% | 29.04%-10.8pp | 28.84%-10.6pp | 551.85%-533.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,527 | $9,808-2.9% | $9,133+4.3% | $6,690+42.4% |
| Admin fee / account holder | $1,725 | $16,362-89.5% | $13,898-87.6% | $13,392-87.1% |