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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 | $174,379+55.0% | $152,093+77.7% | $138,895+94.6% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 15.27% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,512 | $4,652-46.0% | $4,175-39.8% | $4,194-40.1% |
| Participant deferral / active EE | $4,969 | $6,159-19.3% | $5,451-8.8% | $6,396-22.3% |
| Admin fee / account holder | $25,422 | $16,880+50.6% | $14,497+75.4% | $12,562+102.4% |