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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 | $340,924 | $178,174+91.3% | $156,181+118.3% | $137,256+148.4% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 17.85% | 84.19%-66.3pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,204 | $4,972-55.7% | $4,294-48.7% | $4,156-47.0% |
| Participant deferral / active EE | $4,492 | $6,888-34.8% | $6,132-26.8% | $6,407-29.9% |
| Admin fee / account holder | $28,016 | $17,404+61.0% | $14,586+92.1% | $12,270+128.3% |