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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 | $316,935 | $201,372+57.4% | $184,260+72.0% | $145,884+117.3% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.8pp |
| Annual return | 13.70% | 29.04%-15.3pp | 28.84%-15.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,104 | $7,024-70.0% | $6,427-67.3% | $4,662-54.9% |
| Participant deferral / active EE | $10,833 | $9,808+10.5% | $9,133+18.6% | $6,690+61.9% |
| Admin fee / account holder | $5,490 | $16,362-66.4% | $13,898-60.5% | $13,392-59.0% |