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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 | $375,786 | $185,312+102.8% | $161,489+132.7% | $154,746+142.8% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 14.14% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,883 | $4,769-39.5% | $4,268-32.4% | $4,379-34.2% |
| Participant deferral / active EE | $4,727 | $6,350-25.6% | $5,630-16.0% | $6,730-29.8% |
| Admin fee / account holder | $19,702 | $18,654+5.6% | $16,006+23.1% | $14,365+37.1% |