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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 | $270,287 | $185,312+45.9% | $161,489+67.4% | $154,746+74.7% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 15.27% | 103.84%-88.6pp | 89.72%-74.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,512 | $4,769-47.3% | $4,268-41.1% | $4,379-42.6% |
| Participant deferral / active EE | $4,969 | $6,350-21.7% | $5,630-11.7% | $6,730-26.2% |
| Admin fee / account holder | $25,422 | $18,654+36.3% | $16,006+58.8% | $14,365+77.0% |