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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 | $264,879 | $148,582+78.3% | $135,942+94.8% | $139,456+89.9% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 17.09% | 79.26%-62.2pp | 68.28%-51.2pp | 373.45%-356.4pp |
| Employer contribution / active EE | $3,420 | $5,245-34.8% | $4,858-29.6% | $4,753-28.0% |
| Participant deferral / active EE | $8,261 | $8,101+2.0% | $7,759+6.5% | $6,711+23.1% |
| Admin fee / account holder | $1,887 | $12,402-84.8% | $10,764-82.5% | $11,407-83.5% |