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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 | $251,460 | $201,259+24.9% | $184,200+36.5% | $145,959+72.3% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.7pp |
| Annual return | 13.83% | 28.98%-15.1pp | 28.80%-15.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,175 | $7,018-69.0% | $6,424-66.1% | $4,661-53.3% |
| Participant deferral / active EE | $5,399 | $9,806-44.9% | $9,132-40.9% | $6,689-19.3% |
| Admin fee / account holder | $4,153 | $16,372-74.6% | $13,907-70.1% | $13,398-69.0% |